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Hi,
Looking for some advice here.
My client uses Docusign for a variety of purposes and has two main workflows:
- One form is sent to users via a Power Form url (in an email message). The user completes the document, submits it and should be taken back to the client’s website.
- Another set of forms is handled manually. The client adds a document, sets the signing order, email subject and message, and expiration + due dates. Then they set the signing fields on the document and hit send. In this case, they don’t want the users to be redirected back to their website. They prefer just having the default experience where the user remains on the Docusign site with a message telling them that they’re done.
We recently added a Brand to their account with some redirect urls in it. This ended up sending all their signers back to the client’s website. As the client did not want that, we removed the branding for now.
It sounds like they could get around this by upgrading their account to support multiple brands; one with the urls and one without.
Is that the case? And if so, is there some way of “locking in” which brands get used for each workflow?
That is, I want Brand A, with urls, to always be used for the Powerform based workflow. Brand B, without urls, should always be used for the other, manual, workflows.
Thanks,
Doug
