How to set admin controls for branding
Team admins and managers can set branding for their entire team, and choose whether to let individual team members change their settings.
How to change the company logo and tagline for your entire team
- Log in to your Dropbox Sign admin account.
- Click your initials.
- Click Admin console.
- Click Settings.
- Click General.
- Click Company name.
- Click Upload to add a logo.
- Enter a Company tagline to display a short message under your logo.
How to change email branding for your entire team
- Log in to your Dropbox Sign admin account.
- Click your initials.
- Click Admin console.
- Click Settings.
- Click Signature requests.
- Go to Outbound emails.
- Enter a name in the From field to customize who the email is addressed from.
- Enter an Email signature to customize the closing of the email message.
How to set a custom URL for documents or templates for your entire team
You can add a custom URL to redirect your signers to a specific web page after they've signed a document or template, as follows:
- Log in to your Dropbox Sign admin account.
- Click your initials.
- Click Admin console.
- Click Settings.
- Click Signature requests.
- Go to Signature request options.
- Go to URL Forwarding.
- Toggle Enable to On.
- Enter a custom URL.
How to manage who can customize individual settings
- Log in to your Dropbox Sign admin account.
- Click your initials.
- Click Settings.
- Select General.
- Click Company name.
- In the dropdown menu, choose who’ll own the ability to edit this item. To prevent a team member from customizing individual settings, don’t choose them.
- Choose Org admins/managers to let only the parent team’s admins and managers change these settings.
- Choose Team admin/manager to set this for their individual team.
- Choose Each User to let all individual team members on the account, regardless of team, edit this field in their business settings.
- (Optional) Repeat step 3 for all following options.
- Click Save settings.