Customize Email Logo/Colors

How do I customize the emails that my Clients see?

You can find  Email Logo & Colors in the Fly-Out Menu, by clicking on your profile image in the top right of the screen. 

You can use these settings to fully customize the various text and background colors, the primary logo, the social media footer links, as well as the sender name and email that is used for all platform email notifications that send from your installation.

Authenticating your Domain

There is a complete set of instructions for this step:

CLICK HERE for a Step by Step

Setting your From Name and Company Name

When an email notification is sent from the platform, either as a welcome email or as a notification of a file upload or sharing of a folder, the information that the client or staff member sees in the 'From' area of the email by default shows it's from the platform. You can use these fields to change that.

The 'From Name' that you designate here will be dynamically inserted into the [From-Name] placeholders, and will show as the 'From' in most email clients.

The other setting is a company name that will be inserted dynamically into the [Subject-Company] placeholders that are present in the email templates.

Customizing the Emails with your Logo & Colors

Replace the logo that shows in notification emails. Logos should be 200px by 60px.

Change the colors of the notification emails.

Customize the Footer Information

Add your own social media channel links into the footer of the email notification.

Customize/overwrite the text that shows at the very bottom of the footer.

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