How to configure Brands for signing requests?

Créé par Lise LI, Modifié le Jeu, 4 Juin à 3:09 H par Lise LI

The Brand feature in DiliTrust CLM allows you to customize the visual experience displayed to your signatories when they receive and sign documents. Instead of the signing provider's default interface, your signatories see your company's identity throughout the entire process.

Prerequisites:
You must have Administrator rights on DiliTrust CLM
A signing provider must already be configured on your instance
The Brand must first be created directly in your signing provider

What does a Brand customize?

Depending on your signing provider, a Brand can customize for instance:

The logo displayed in the signing interface and emails
The colors (background, buttons, text)
The sender name and email address displayed in signing notifications
The email design sent to signatories (header, footer, content)

The exact customization options vary by signing provider. Refer to your provider's documentation for the full list of available settings.

Step 1 — Create the Brand in your signing provider

Brands are configured directly in your signing provider's platform. Once created there, they automatically appear in the Brand dropdown in DiliTrust — no manual import needed.

The terminology differs per provider:

Signing provider	Feature name	Documentation
DocuSign	Brands	DocuSign — Manage Brands
Yousign	Custom Experiences	Yousign — Custom Experiences
Adobe Sign	Groups	Adobe Sign — Groups
Universign	Entities	Universign — Manage Entities
SignatureIT	Brandings	SignatureIT — Brandings
Dropbox Sign	API Apps	Documentation not available
Box Sign	Templates	Box Sign — Templates
Connective Sign	—	Not supported

Step 2 — Associate a Brand with a user in DiliTrust

Once the Brand is created in your signing provider, it is automatically available in DiliTrust. You can assign it to a user:

At user creation: select the Brand in the Brand dropdown of the "Add user" form
On an existing user: double-click the user, update the Brand field, and click Modify

The Brand dropdown is empty? This means no Brand has been configured yet in your signing provider. Go back to Step 1 and create a Brand directly in your provider's platform first.

When a user sends a signing request, the signatory automatically sees the brand associated with that user.
To learn more about user creation, see the dedicated article.

Important notes

Brands are provider-specific: a Brand configured for DocuSign cannot be used with Yousign. Make sure the Brand and the user's signing provider match.
Up to 2 signing providers can be active on a DiliTrust instance.
If no Brand is assigned to a user, signing requests will use the signing provider's default interface.