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.
• Date Format – the format of the date of the signature.
• Time Zone – an offset that will be applied to a DATE_NOW signature date token.
• Description – optional field with the description of the record.

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.
• Sign Page Branding – allows the change of the default color pallete of the Aveneer Sign page. Inserted value has to be in JSON format. The example below is a JSON containing Aveneer’s branding:

{
  "primary": {
    "main": "#CF4B9A",
    "light": "#D86EAE",
    "dark": "#B12F7D"
  },
  "primaryVariants": {
    "primaryVariant2": "#FBEFF6",
    "primaryVariant3": "#F2CFE4",
    "primaryVariant4": "#EAAED2",
    "primaryVariant5": "#E18EC0",
    "primaryVariant6": "#D86EAE",
    "primaryVariant7": "#CF4B9A",
    "primaryVariant8": "#B12F7D",
    "primaryVariant9": "#711E50",
    "primaryVariant10": "#40112E"
  }
}

• 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.