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Is it possible to change the text of the "Review Document" button in Docusign email notifications?
- Community Moderator
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
Yes, it is possible. You should see in the "EnvelopeActivation_HtmlBody" part:[[Conditional:IsEnvelopeContainingMultipleDocuments]]REVIEW DOCUMENTS
[[Conditional:IsEnvelopeContainingSingleDocument]]Click Here
For your reference, you may check this article. Envelope Activation - Email Resource File
Important: Using resource files is an advanced option. Only individuals experienced with XML and HTML should use this option. This guide does not provide guidance for modifying XML and HTML code.
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Sincerely,
Ma. Cassandra | Docusign Community Moderator
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+2- Conversation Starter
I couldn't find the option to edit the html. I'm using developer account.
- Community Moderator
Hello
For your reference, please see the article below.
Customize eSignature Emails Using the Email Resource File
Using resource files for branding must be enabled for your account. Contact your account team to make sure this option is enabled.
This topic shows how to customize the text, colors, and branding in the emails sent from your eSignature account. These elements are controlled by the master Email Resource File (ERF). You download this file, edit the file, and then upload the modified file back to Docusign.
You can manage this same file through the Brands area that controls the signing experience, or the area that controls the sending experience. This topic shows how to manage the file through the area that controls the signing experience.
Your account can have multiple brands for the signing experience. Each brand has its own ERF.
Important: The resource files may change without notice. If you use customized resource files, review your email views with each new Docusign release.
- From the Docusign web application, select Settings.
- In the navigation panel on the left, under the ACCOUNT heading, select Brands.
- Download the master Email Resource File.
- Hover on the tile for the brand with the emails you want to change and select Edit. If the account does not have a brand yet, select ADD BRAND to create one.
- From the details page for the brand, select Resource Files.
- Under Select Resource File Type, select Email and then DOWNLOAD MASTER.
The master ERF (DocuSign_EmailResource_8302771.xml) downloads to your device.
- Hover on the tile for the brand with the emails you want to change and select Edit. If the account does not have a brand yet, select ADD BRAND to create one.
- Customize the code in the master ERF that you just downloaded.
- Upload the modified ERF back to Docusign.
- From the Resource Files page for the same brand, under Upload Custom Resource Files, select UPLOAD on the Email Resource File tile.
- Browse to the modified file and select UPLOAD.
The system overwrites any ERF previously uploaded to the brand. Only the elements that differ from the master resource file are saved as your resource file. The information about who last uploaded the resource file and when displays below the Email Resource File tile.
- From the Resource Files page for the same brand, under Upload Custom Resource Files, select UPLOAD on the Email Resource File tile.
- If you want to use this modified file for all sending-related emails, follow these steps:
- Return to the Brands home page.
- Select the Sending tab.
- Select Resource Files.
- From the Resource Files page, under Upload Custom Resource Files, select UPLOAD on the Email Resource File tile.
- Browse to the modified file and select UPLOAD.
Master resource files may change without notice. You should review your email views with each new Docusign release.
I hope this will help you.
If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
- Community Moderator
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
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