CCH eSign: How do I manage my firm's branding options in AssureSign?

The following video shows how to customize your firm's branding for your AssureSign account.

To add a company logo and modify color preferences according to the firms' branding, do the following:

  1. Go to the AssureSign homepage.
  2. Select the Administration tab.
  3. Select Settings.
  4. Expand the Account Information section, if needed.
  5. To add the firm name, do the following:
    • In the Account Information pane, click Edit next to Account Display Name.
    • Type your firm name in the Current Value field and click Save.
  6. To add a logo and set color preferences, do the following:
    • On the Settings window, expand Signing Customizations.   
    • Navigate to any of the following and click Edit:
      • Color Theme - Primary Color
      • Color Theme - Secondary Color
      • Color Theme - Header Color
    • Select the appropriate colors and click Save.
  7. To add a logo and firm name for the Signing Instruction screen, do the following:
    • Navigate to Page Header - Custom Logo and click Edit.
    • Click Browse, locate an image, and click Open.
    • Click Save.
    • Select Display header with both a logo and configurable text.
    • Click Edit next to Page Header - Display Mode.
  Solution Tools
  Attachments
 Solution Id 000161363/sw42650
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!