🚀 API / DocuSign Integration Question

We’re building an integration where envelopes are created via the DocuSign API (through Make.com). The goal is to customise the Completed confirmation emails (subject and body).

I reached out to DocuSign Support, but I’ve been bounced around and still don’t have a clear answer. So I’m putting this out here:

🔹 Which plan level unlocks the Branding feature so we can create and reference brandId values?
🔹 Once branding is enabled, can we use:
PUT /restapi/v2.1/accounts/{accountId}/brands/{brandId}/resources/email
with a custom XML resource file (including <completedSubject> and <completedBody>) to fully customise those confirmation emails?
🔹 Can HTML and placeholders (like signer name or envelope ID) be used inside those tags?
🔹 If we specify {brandId} when sending envelopes via the API, will the customised branding email templates apply automatically?
🔹 And finally, if branding isn’t applied, is there any other way to override the Completed email subject/body via API?

If anyone has tackled this before, or knows someone who has, I’d be hugely grateful for insights 🙏

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@Molsey

If you’re on Standard or Business Pro and you can create Brands, you can use brandID. If you don’t see Brands or Resource files in Admin, ask DocuSign to enable branding and brand resource files for your account.

Custom branding comes with Standard and Business Pro eSignature plans. Personal does not include it. DocuSign’s product page lists “custom branding” under Standard features.

API-side branding controls require your account to have the canSelfBrandSign / canSelfBrandSend flags enabled. Those are account features, not code changes.

Editing the Email Resource File (ERF) — the thing that lets you change the actual message text of system emails like “Completed” — is not always enabled by default. DocuSign’s developer blog explicitly says to ask your account manager or Support to enable resource files if you don’t see the option. Some customers get it as an add‑on (“Expanded Branding”).

Thank you John! I am updating my team now on this. Much appreciated :)

Quick update: DocuSign Support advised that Branding and ERF aren’t available on my current Business Pro plan, but only on their enhanced direct plans. I’m following up with them to confirm if the “Expanded Branding” option mentioned here can be enabled at my tier.

I’ll update this thread once I hear back - thanks again, John, for the detailed guidance.

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