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Change the format of the email body


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Dear all, 

Is it possible to change the format of the email message ? (bold, colors,..) 

Thank you 

 

Best answer by Vinicius.Rodrigues

Hi @Oli.M !


This “Email Message” field isn’t “rich text” type, in other words, there is no way to change the font format there.

However, you can custom your email message using Brands. Please, check this video below: 

Media not available

 

Also, if you’re looking to custom this sender message especifically, depends of your account plan, you can use the Resource FIle to do it (some advance HTML/XML knowledge may be necessary): Resource Files

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Vinicius.Rodrigues
Docusign Employee
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Hi @Oli.M !


This “Email Message” field isn’t “rich text” type, in other words, there is no way to change the font format there.

However, you can custom your email message using Brands. Please, check this video below: 

Media not available

 

Also, if you’re looking to custom this sender message especifically, depends of your account plan, you can use the Resource FIle to do it (some advance HTML/XML knowledge may be necessary): Resource Files


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Hi @Oli.M,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


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Hi ​@Vinicius.Rodrigues 

Can you please provide the media how to update using Brands


Vinicius.Rodrigues
Docusign Employee
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tejayenduri wrote:

Hi ​@Vinicius.Rodrigues 

Can you please provide the media how to update using Brands

Hi ​@tejayenduri !

Unfortunately the original media was removed, but let me share these two Youtube videos below. Certainly will help you!


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Thank you ​@Vinicius.Rodrigues  for sharing videos. I have a Docusign button with URL code for CEM. CEM=IF(BEGINS(Project__c.SignatureStatus__c, "Completed"), "Your document is completed.",
'Do not reply. <br/><br/>Hi,<br/><br/> Re: '+Project__c.CMNumber__c+' - '+Project__c.ProjectName__c+'<br/><br/>Your Offer Letter, Contract, and Invoice are valid until '+Project__c.TodayPlus60Days_fx__c+'.<br/>Complete before '+Project__c.TodayPlus60Days_fx__c+' to avoid expiration:<br/><ul><li>Review Offer</li><li>Pay Invoice</li><li>Sign Contract</li></ul><br/>Click <a href="[[Data:QuickURL]]">here</a> to eSign.<br/><br/>Payment options <a href="'+Project__c.Make_a_payment_fx__c+'">here</a>.<br/><br/><i>If you choose contestable, do not sign this contract. Contact your AusNet Services representative.<br/> Click <a href="'+Project__c.TVE_Project_URL__c+'">here</a> for more details.</i><br/><br/>For invoice inquiries: <a href="mailto:revenueaccounting@ausnetservices.com.au">revenueaccounting@ausnetservices.com.au</a> or call 1800 572 277.<br/><br/>Questions? Contact me <a href="'+Project__c.CommunityChatterLink__c+'">here</a>.<br/><br/>Regards,<br/>'+Project__c.ProjOwnerName_fx__c+'<br/>'+Project__c.ProjOwnerMobPhone_fx__c),
BRANDID=Project__c.DocuSignBrandId__c
], false)}.  like this.

I have setup brand with "RecipientEnvelopeCompleteInPerson_PlainTextBody" text. but it’s sending original email message on completion as well