Introduction
Effective email management is crucial for seamless eSignature processes in BoloSign. Customizing email settings ensures that communications are professional and consistent with your company’s branding. Here’s a step-by-step guide to help you customize email settings in the BoloSign dashboard.
Customizing Email Settings in BoloSign Dashboard
1. Click on "Settings"
2. Click on "Email Settings"
3. Click on "Edit"
4. Type the Sender's Email id.
"Important Note: The sender's email must only be a company's domain mail ID."
5. Type the Sender's email ID and click "Update Email Settings"
6. Verify the Email id, and your mail id would be marked "verified"
7. Click on "Save"
FAQs
Why should I use a company domain email ID for the sender's email?
Ans. Using a company domain email ID enhances professionalism and ensures that your emails align with your company’s branding and compliance policies.How do I verify my email ID in BoloSign?
Ans. After entering your email ID and clicking "Update Email Settings," a verification email will be sent to the address. Follow the instructions in the email to complete the verification process.How often can I update my email settings?
Ans. You can update your email settings as needed. However, frequent changes are not recommended as they may confuse recipients and affect email deliverability
Conclusion
Customizing email settings in the BoloSign dashboard is a straightforward process that enhances your eSignature workflows. By following these steps, you can ensure that your email communications are professional and aligned with your company’s branding. Effective email management in BoloSign not only improves the efficiency of your document signing processes but also reinforces trust and professionalism with your clients.