Uploading/Displaying Your Organization's Logo and Home Page Branding

You can upload your organization's logo so that it will display in the following areas in your account:

  • On the Home Page of your account for all Users to see.
  • In the headers of all PDF documents downloaded from your account.
  • In the headers of email notifications sent out from your account (see Customizing Email Headers)
  • At the top of the screen when viewing Forms on-screen; Contracts on-screen; and on-screen credit card payment forms.

In addition, you can add your own brand information (company name, phone number, web site address, etc.) on the home page for branding purposes.

ANY LOGO FILE YOU UPLOAD MUST BE EITHER A PNG, JPG OR GIF FILE. You cannot upload a PDF file of your logo (because a PDF is a document file, not an image file).

You can upload your logo via the Home Page or the Company Logo function in the Settings area.

To Upload Your Logo via the Home Page:

  1. Find the box on the left of the Home Page and click on the "+" symbol above the word "Logo".
  2. Click on the "Browse" button to find the logo file on your computer and follow the instructions to upload it. Your logo should upload shortly.

To Customize the Home Page Branding Area:
NOTE: This information will display on the dashboard of every user in your account.

  1. Find the box on the left of the Home Page and click on the "Edit" button at the bottom of the box.
  2. Enter your branding information. We recommend not adding more than 70 characters of text here.
  3. Click "Save" when you are finished.

To Upload Your Logo via the Settings Area:

  1. Click on "Settings" in the top navigation bar.
  2. Find the "Company Logo" box and click on "Manage This Setting".
  3. Click on the "Browse" button to find the logo file on your computer and follow the instructions to upload it. Your logo should upload shortly.

To Change Your Logo:

  1. Click on "Settings" in the top navigation bar.
  2. Find the "Company Logo" box and click on "Manage This Setting".
  3. Click on the "Delete" button to remove the current logo.
  4. Click on the "Browse" button to find the logo file on your computer and follow the instructions to upload it. Your logo should upload shortly.

NOTE: Your logo file size cannot exceed 2.55MB. If it does, you will need to reduce the size of the image using an image/photo editing application (like Photoshop or Apple Photos).

IMPORTANT NOTE ABOUT LOGO SIZING: We recommend using a version of your logo that has a length-to-height ratio of 1:1 (square or circle) or 2:3 (thick rectangle) so that it displays properly throughout your account. Wide-and-short logos or tall-and-skinny logos will appear smaller and may not be as legible. FYI ... logos that are easiest to read and identify in any circumstance are based on the Golden Ratio, which is a 1:1.6 ratio.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.