Need to show your users who to contact when they need help with Docusign? We’ve got you covered. There are a few methods to highlight custom help and support resources.
- Customize your Sending Brand
- Adjust your internal sending brand by going to Admin > Brands > Sending Brand. Here you can edit the look and feel (the theme) of your Docusign account. One of the items you can edit here are “Header and Footer Links”
- Help & Support Link: This will appear under the ? icon in the top right of the account. Use this to include a URL or an email address you want your users to access if they need help.
- Footer Links: These will appear at the bottom of the page in your Docusign account. Use these to to include URLs or email addresses you’d like your users to easily access when working in the account
- Adjust your internal sending brand by going to Admin > Brands > Sending Brand. Here you can edit the look and feel (the theme) of your Docusign account. One of the items you can edit here are “Header and Footer Links”
- Edit your Account Profile
- Adjust your account profile by going to Admin > Account Profile. You can include a “Custom Help Contact”.
- A name, email address, and phone number can be added for a custom help contact. You can also add a message to provide context. For example “Contact your Admin for help!” This information will appear under the ? icon in the top right corner of the account. This information will help your users know who to contact if they need assistance working in Docusign. Add your information or another Admin’s information here!
- Adjust your account profile by going to Admin > Account Profile. You can include a “Custom Help Contact”.
Additional Resources:
- Get Started with Docusign eSignature for Administrators - Instructor Led Training
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