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How to Change Your Display Email Name Within HelloSign?

Objective:

  • Change display email name when sending out with e-sign/ HelloSign request
  • Show name of user when sending e-sign/ HelloSign request
  • Change email address display name in e-sign/ HelloSign

Environment:

  • HelloSign
  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Login to HelloSign (http://app.hellosign.com/)
  2. Click drop arrow next to your email on the upper right
  3. Select "My Settings"
  4. Select the "Profile" tab
  5. Update the fields as needed
  6. Scroll down to the bottom of the page and press "Save"
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