New DocuSign Experience Email Resource File v1.1).pdfDocuSign Email Resource File Information Guide...

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Transcript of New DocuSign Experience Email Resource File v1.1).pdfDocuSign Email Resource File Information Guide...

  • DocuSign Information Guide

    221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.

    New DocuSign Experience Email Resource File

    Overview

    This guide provides information about the default email messages and formats contained in the branding email resource file in the DocuSign system.

    The information in the master email resource file can all be modified and then uploaded to a brand profile for your account to provide a customized email experience for your recipients. The modified resource file is only used by the brand profile the file is uploaded into. The colors and logos used for the email views can be set in the account branding page for your account or by editing the HTML body emails in the email resource file.

    This option for using branding resource files is not normally enabled for an account. Contact your Account Manager to enable this option.

    Important: Using resource files for account branding is an advanced option. This option should only be used by someone experienced in working with XML and HTML files. This information guide does not provide specific information about modifying XML and HTML information.

    For more information on branding your account and editing your default account messages, contact your DocuSign Account Manager.

    Important: Resource files are subject to change without notice. If you customize the Email Resource file, please review your email views with each new DocuSign release.

    Table of Contents

    General Resource File Information ...................................................................................................... 2

    Uploading and Downloading the Email Resource File .......................................................................... 3

    Email Resource File Editing Information .............................................................................................. 7

    Email Resource File Usage ............................................................................................................... 10

    Reviewing Email Resource File Edits ................................................................................................ 10

    Email Template Formats .................................................................................................................... 11

    Copyright, Trademark and Patent Information ................................................................................. 110

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    221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.

    DocuSign Email Resource File Information Guide

    General Resource File Information

    Resource files are an optional method to control some elements, such as the text shown, in your account sending view, signing view, and for emails sent by your account. The ability to use the resource file option is not normally enabled for an account; contact your Account Manager or DocuSign Support for more information about enabling this option in your account.

    Important: Using resource files for account branding is an advanced function. The resource files are XML files and this option should only be used if you have an experienced XML programmer available to work with your resource files. Changes to resource file must be done with an XML editor; files changed with other applications might not function correctly when uploaded to the DocuSign system.

    Branding uses three master resource files; one for sending (DocuSign_SendResources.xml), one for signing (DocuSign_SignResources.xml) and one for email messages (DocuSign_EmailResources.xml).

    To use resource files for custom branding, download the appropriate master resource file for the information you want to change, modify the resource file, and then upload your modified file to the DocuSign system. Once uploaded, the brand changes are implemented for the brand profile. When you upload a modified resource file, only the differences between your modified file and the master file are saved by the system. An account can only upload one of each type of custom resource file, so all changes for all languages must be included in the uploaded files. You can modify and upload one, two, or all of the master resource files to customize them for your account. If you do not upload a modified resource file, the system will use default information in the master resource file.

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    221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.

    DocuSign Email Resource File Information Guide

    Uploading and Downloading the Email Resource File

    IMPORTANT: The resource files are subject to change without notice. If you use customized resource files, please review your information with each new DocuSign release.

    This section explains how to access your account branding profile to download and upload an email resource file for a brand profile. You can have different email resource files for each brand profile.

    1. From the New DocuSign Experience web application, click your profile image in the upper right of the console and select Go To Admin.

    2. In the navigation panel on the left side of the page, under the Account heading, click Brands.

    Select to go to Admin

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    221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.

    DocuSign Email Resource File Information Guide

    3. In the list of brand profiles, select the brand for the email profile that you want to change. If a brand does not exist then select ADD BRAND to create one.

    Select to open this brand

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    221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.

    DocuSign Email Resource File Information Guide

    4. Click on the Resource Files:

    If the Resource Files option does not appear then you likely do not have it enabled due to your plan. Contact your account admin to have this feature enabled.

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    221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.

    DocuSign Email Resource File Information Guide

    5. In the Select Resource File Type dropdown, select email and then Download Master.

    6. After making changes to the resource file, select Upload on Email Resource File.

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    221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.

    DocuSign Email Resource File Information Guide

    7. Choose the file and select the UPLOAD button.

    Note: When a modified resource file is uploaded any previously uploaded file is overwritten and only the elements that differ from the master resource file are saved as your resource file.

    An account can only have one custom email resource file, so all changes for all languages must be included in the file you are uploading.

    After uploading a custom file, the information about when and who last uploaded resource file is shown below the upload section.

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    221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.

    DocuSign Email Resource File Information Guide

    8. To download or edit the customer resource file, choose one of the following options:

    Note: When downloading your resource files, only the modified elements are included in the file.

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    221 Main Street, Suite 1000, San Francisco, CA 94105 Tel. 866.219.4318 www.docusign.com DocuSign, Inc.

    DocuSign Email Resource File Information Guide

    Email Resource File Editing Information

    The email formats are HTML and plain text information wrapped in XML and files must follow XML standard formats.

    When you open the resource file you can edit the HTML body and plain text body information in the file. When editing the HTML body text, DocuSign recommends that you also make the corresponding changes to the plain body text. DocuSign sends both in an email and some email client software uses the plain text body for email preview or when the user chooses not to read as HTML.

    The email templates in the email resource file are used for both web email and mobile email. You cannot create separate email templates for web and mobile email.

    DocuSign recommends that you do not change the location of buttons in the email text.

    Modified resource files must be saved as xml files. After editing and saving the email resource file, you can upload it to the appropriate brand profile. DocuSign recommends that you test any resource file changes in your demo account before uploading it to production.

    Language Codes

    The email resource file has a two-letter language code at the start of the resource file that sets the language used for emails in the file. This code can be used to customize emails for a particular language.

    If a value other than en is entered for this, when a recipient views an email with that language the setting, the information for the modified email template is used. There can be multiple language wrappers in a resource file.

    Note: If you modify the email with changes for a specific language, you should make similar changes for all possible languages that your recipients might use. If the recipient changes to a language not set in your email resource file, then the default DocuSign email format for that language is used.

    Example: If you want to customize the email templates AccountActivationFailed and CarbonCopyNotification for English (en), German (de), and French (fr), you would se