How to set up company branding
In the Dokobit portal, we offer our "Business" and "Enterprise" plan users the ability to add their own personal touch to their user experience with custom company branding. While we've had this option available for quite some time now, we've now introduced the possibility for our clients to customise these settings themselves online.
In this article:
What to expect from company branding?
Email invitations will include your company's logo and colours.
A part of the portal user interface for accountless signing will include your company's logo and colours.
If the invited party is a registered portal user, the logo of your company will be visible next to your shared document.
Your company's logo will also be visible in the portal when your shared document is opened.
How to set up company branding
Note:
- The following settings can only be altered by the "Business" and "Enterprise" account owners and administrators.
- If custom branding for your account was already manually set up by our team, this functionality will not be visible to you. We offer the option to enable it; however, in some cases, it might not be possible.
Please contact us directly at support@dokobit.com if you'd like to make any adjustments to your current branding setup or if you're interested in finding out more about the possibility of enabling this functionality in your account.
1. At the top of the page in the portal, choose the section titled "Company data".
2. Then, on the left side, there will be a list of categories. Choose "Company branding".
3. A new page will load with a selection of options for customising your company branding. As you adjust these settings, you will see a live preview of the changes made, as seen below.
Note:
If you're interested in changing the added company name (which appears in email invitations, as seen in the example image above), this has to be done in the profile settings of every company user. A detailed how-to guide is available here.
4. Under the dropdown settings for "Logo", you can upload the logo of your company.
Note:
- The accepted file extension is PNG.
- The file size can't exceed 20MB.
- The allowed height of the logo is between 20 - 600px.
5. Under the dropdown settings for "Colours" you set up the main brand colour (which will adjust the appearance of call-to-action buttons and some other visual components in accountless signing) and change the colours of links as well as the text for email invitations.
6. Under the dropdown settings for "Additional customisations" you can change the corner radius for the call to action button in the email invitations and add an underline for the link to the document if desired.
7. After you have made all the necessary adjustments, click the orange "Save changes" button.
Note:
The company logo will be applied to new and also previously shared documents, and these changes will be visible to all added company users.