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Seeking an answer to this question: “As our team is not external facing, are we able to adjust the sender information to reflect the name of the internal rep who forwarded us the report request?” Essentially, the team responsible for sending the document for signature wants it to look like it’s coming from the rep that the customer is familiar with, or possibly a more ambiguous dept. name.

Example: If John Smith of the ABC Accounting Dept is the sender, we don’t want John Smith’s name or John.Smith@company.com email to be seen anywhere in the email notifications. We want just ABC Accounting Dept. or ABC@company.com.

I know you can create a custom email subdomain so the email appears to come from a company dept. Is there a way mask the senders name with an alias in the body of the email notification? Ex: “ABC Accounting Dept sent you a document to review and sign.” and “Thank you, ABC Accounting Dept.” Currently, what is seen is the sender’s name and email from their Profile.

Thank you!

Hello ​@andreamwills  -- Thanks for your question!

One potential solution is to use DocuSign’s Signing Resource File, which allows you to customize the text that appears in email notifications and the signing experience. 

Important: Customizing resource files is an advanced branding configuration option that can significantly impact your account. It should only be done by someone with expertise in XML and HTML.

This feature is available on select DocuSign plans and may require enablement by DocuSign Support. In order to check if you have resource files enabled, go to Admin→ Brands → Select Brand → Edit→ Resource Files will be shown like in the image below.

 

 

 

 

 

 

 

 

 

 

 

 

You can find more details in this article: Resource Files

I hope you find this helpful. If you believe this response effectively addresses your question, please click “Select as Best” to help other users with similar questions, locate it more easily.

Should you require any additional assistance, feel free to reach out. Thank you!

 

Regards,

Jenny | Docusign Community Moderator

If this helped, feel free to click "Best Answer"!

 


Hello ​@andreamwills,

I hope you’re doing well. I'm following up on the above solution provided. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

 

Regards,

Jenny | Docusign Community Moderator

 


Thank you! Editing the Resource Files is how we are going to solve this.