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Business name as sender
How do I change the sender name to my business name instead of my personal name? So when people get a doc to sign, it says “Business Name” has sent you a docusign vs “Personal Name” has sent you a docusign?
Alexandre.AugustoAnswer
Docusign Employee
April 23, 2024
Hello,
Welcome to the Docusign Community!
One option to do that would be to add a new user. In the Full name field you put your business name. The email address would be better if using a company email like ACME S.A.@domainame.com instead using your personal email.
So you can login with this new user then send your envelopes.
Or
You can keep using your personal user, but configure a Custody Transfer Rule. Using a Transfer Rule will permit to you send an envelope from your user but before sending the email notification a transfer will occur for another user in you account, on this case, that company name created user as I mentioned previously. The signer will get an email notification with the company name and company email address registered for you when creating such user.
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See this article: Custody Transfer Rules
https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=xqx1583277378404.html&_LANG=enus
I hope that helps!
Alexandre
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