Organisation branding

What to set

Choose Settings in the left-hand rail, then the Organisation tab, then Branding & defaults. Admins see it; everyone else does not. Three fields decide what the people you ask see:

• Organisation name: up to 80 characters. The name they see wherever the logo would go, and the name emails are sent under.
• Reply-to email: where a reply to a request or reminder email lands. Leave it empty and replies go to the sending address.
• Website: optional, an http or https address. When it is set, your name or logo at the top of the client portal links to it.

The same section holds two settings that are nothing to do with the look: how long client links stay open, and whether people are reminded before a needed-by date.

Below the fields, Upload logo takes a PNG, JPEG or SVG file up to 512 KB and shows it as it will be seen; once one is there the button reads Replace logo. Remove logo takes it away and puts the name back in its place. The foot of the section says when this was last changed and by whom, and every change is recorded in the activity trail.

Where each thing appears

Staff screens and the staff sign-in page stay Docsroom-branded. Until a name has been saved, the people you ask see the Docsroom mark everywhere and emails say Sent securely by Docsroom.

Choosing a logo file

In the portal header the logo stands about 28 pixels tall, so a wide logo on a white ground reads best; a tall or square mark shrinks to a small square at that height. An SVG stays sharp on every screen. Look at the preview at the size it shows, not the size of the file you uploaded.

Without a logo

Nothing is missing. Your name stands in the logo’s place in the portal header, on the phone upload page and on the client sign-in page, with via Docsroom after it, and emails carry the same footer. Plenty of businesses run this way and add a logo later.

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