How to set up your Custom Experience

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Custom Experience configuration is currently done via the Yousign app only. It cannot be set via API at this stage.

Step 1: Create a Custom Experience in the app

Go to the Custom Experiences section in the Yousign app. Under the Workflows collect tab, configure your branding, flow settings and redirect URLs, then save.

Step 2: Retrieve the Custom Experience ID

Once saved, copy the Custom Experience ID generated by the app.

Step 3: Share it with our team

Contact our team and provide your Custom Experience ID. We will create a Workflow Template with that ID attached.

Step 4: Use your template as usual

From this point, every Workflow Session Link generated from that template will display your fully branded document collection journey.

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The Custom Experience is configured directly in the Yousign app and attached to a Workflow Template. Any update made to the Custom Experience is reflected instantly across all sessions using that template, no need to recreate it.

What can you customise?

The Workflows collect tab in the Custom Experience editor lets you configure:

Branding

Company logo
Background color
Text color
Button color and text button color

Flow settings Setting

Setting	Description
Show start page	Enable or disable the start page preceding the document upload
Show side panel	Enable or disable the side panel on the upload page
Show "Powered by Yousign"	Enable or disable the reassurance badge

Redirect URLs

Redirect URL on success (optional): redirect the end user once all documents are successfully submitted
Redirect URL on error (optional): redirect the end user if an error occurs