Custom Experiences - old

What is a Custom Experience

You can customise the look and feel of your signing experience with Custom Experience.

To personalise the signature process and adapt it to your brand identity, it is possible to:

  • Customise the signature experience appearance (colours, start screen, left panel).
  • Personalise the user's journey with the redirect success and redirect error link.
  • Manage email notifications triggered when an event occurs on the Signature Request (ie. "Request is -approved", "Request is rejected").
  • Manage emails settings (ie. show the due date or your logo)

More details about Custom Experiences can be found here.

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Create a custom branding

Set up a Custom Experience

A Custom Experience can only be created on the Application and requires Admin or Owner access.

Once the Custom Experience is created, you can retrieve its 'id' using the dedicated menu item as shown below.

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Copy the Custom Experience id

Associate the Custom Experience to a Signature Request

Once the Custom Experience is created and the 'id' retrieved, you can use the Custom Experience to personalise a Signature Request.

To do so, you must set the branding_id parameter with the customExperienceId when you initiate the Signature Request.

POST /signature_requests

{
    "name": "The name of your Signature Request",
    "delivery_mode": "email",
    "timezone": "Europe/Paris",
    "branding_id": "{{customExperienceId}}"
}