📖 Table of contents
Customize the signing experience to your colors and brand so that your signers quickly recognize you. Find out in this guide how to create a personalized experience and apply it to your signature requests.
Discover the custom experience
Easily apply your colors to offer an integrated experience to enhance your brand image in your signature processes (e-mails, forms and signature requests paths).
With custom experiences, you can :
Adjust Yousign's colors to suit your brand
Tailor e-mails sent according to recipient (sender, approver, signer, and followers)
Create multiple personalized experiences for your different brands or departments.
This feature is available on the Pro plan (limited to 2 personalized experiences) and on the Scale plan. You can modify your subscription directly from your account.
Create a custom experience
You must be an Admin or Owner of a Pro or Scale account to set up customized experiences for your organization.
To create a custom experience, access your settings:
Click on your initials at the bottom left of the page,
Select the "Custom Experiences" page
Click on the "New Custom Experience" button in the top right-hand corner.
Start by giving your customized experience a name, to make it easier to identify.
You can create several custom experiences to meet the needs of your different services or brands: 2 on the Pro plan and unlimited on the Scale plan.
The creation of a custom experience comprises 3 sections:
the Branding section to choose your corporate colors
the Signature Experience section
the Email Settings section
Adjust the Branding section
In the Branding section, you can :
Import your logo (in PNG or JPEG format, max 500 Kb, min 200x200px)
Add your own colors to reflect your brand:
Background color
Text color
Button color
Button text color
Click on the color and choose the desired color from the palette, or simply enter the color code in #AAAAA format.
Homepage Overview of the Signature Workflow (on the right side of your screen) allows you to instantly visualize the result of applied changes.
Adjust the Signing Experience
In the Signature Experience section, you can:
Enable or disable the homepage preceding the form (if any) and document reading.
Disable this option if you want to streamline the signing process; your signers will arrive directly on the documents to sign from your signature request.
Enable or hide the sidebar on the document review page.
If necessary, choose to redirect your signers to a page of your choice at the end of the signing process: copy/paste the URL of that page.
Use this option if you want to redirect your signers to a customized thank you page after signing or to your website.
If necessary, choose to redirect your signers in case of error or signature failure to a page of your choice: copy/paste the URL of that page.
Use this option to inform your signers of the failure of their signature and guide them through the steps to successfully complete the signing process on a specific page.
If necessary, choose to redirect your signers to a page of your choice if the signer declines to sign: copy/paste the URL of that page.
Use this option if you want to redirect your signers to a customized page after declining to sign or to your website.
View the different options with the preview of the signature process on the right side of your screen.
Adjusting Email Settings
In the Email Settings section, you can customize email notifications for each recipient based on their role (sender, approver, signer, or follower in copy):
For the sender of the signature request, enable or disable the email:
In case of approval
In case of rejection
In case of partial signature
In case of full signature
In case of signature request cancellation
In case of decline to sign
For the approver of the signature request, enable or disable the email:
In case of signature request cancellation
In case of upcoming expiration (3 days before)
In case of deadline date change
In case of decline to sign
For the signer, enable or disable the email:
In case of partial signature
In case of full signature
In case of signature request cancellation
In case of upcoming expiration (3 days before)
In case of deadline date change
In case of decline to sign
For the follower, enable or disable the email:
In case of approval
In case of rejection
In case of partial signature
In case of full signature
In case of signature request cancellation
In case of expiration
In case of decline to sign
You can check the boxes based on the signature step you desire. There is no minimum or maximum option to select; the choice is yours.
Finally, you can modify the email design by displaying or not displaying the following information:
Your logo, your avatar, or your initials
The introduction
Expiration information
The sender
To confirm the creation, click on the "Create Custom Experience" button.
Manage Custom Experiences
Once your custom experience is created, you can:
Set it as default so that the created custom experience is applied to all signature requests within your organization.
Modify it to make any necessary changes.
Delete it if you no longer wish to use it.
Create a new one based on your needs!
For Yousign API users, you can also copy the custom experience identifier for use: please refer to our documentation.
Apply a Custom Experience
After creating one or multiple custom experiences, you will be able to select the one that suits you (or choose not to use one):
When creating a signature request in the settings section
Good to know: You can preview the emails on the right side of the screen with the colors and settings of the selected custom experience.
When creating a form in the settings section.
When creating a template in the settings section.