Depending on the Record Type, Create Branch Config modal has 3 main sections: Basic Properties, Site Configuration (exclusive to ‘With Signatures’ Record Type) and Email Configuration.

Basic Properties – Admins define value for basic fields:

• Name – name of the new record.
• Related Object – main object that has to match the object of a Template Configuration record.
• Description – optional field with the description of the record.
• Date Format – the format of the date of the signature.

Site configuration – fields values of which will be later displayed on the Aveneer Sign page (section is unavailable if Without Signatures Record Type is selected):

• Site Content – the Aveneer Sign page header that will be displayed above the document’s preview. By clicking the Token icon, Users can merge tokens that will pull data from the Signing Party.

• Company Information –  Company details displayed on the Aveneer Sign page above the document preview.
• Upload Logo – image displayed at the top of the Aveneer Sign page.

Email configuration – properties of Email Notifications:

• Email Address – ReplyTo address.
• Email Sender Name – name of the sender, displayed in the Email Inbox.
• Email Footer – footer of the Email Notifications. It is possible to merge tokens into the footer, in the same way as in the Site Content field.