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Adding your brand & style
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Put your brand front and center by adding your brand and style preferences! You'll be able to add your logo, enable white-labeling πŸ’Ž, select your brand colors and text style, and preview what your selections will look like for your client. The selections you make here will automatically apply to each new document you create. You can override your choices in individual documents as needed.

Check out this short video to get started, or learn more down below.

Access your brand options by clicking your avatar in the top right corner and then selecting 'Account settings'.

Once you are on the account settings overview page, click the 'Branding & style' tab on the left to get started.

Brand settings

Adding your logo

Click the 'Choose a file' button to add your logo. For the best results, we recommend using a JPG or PNG file that is at least 600 pixels tall or wide.

White labeling and the Google Mail integration πŸ’Ž

Controlling your brand is important! With our white labeling feature, you can effortlessly remove Indy's branding, letting your brand take center stage. Plus, connecting your Google email account ensures that all documents sent through Indy truly represent your awesome brand.

Simply toggle the switch to turn on white labeling, and watch your logo and brand colors take the spotlight. You can also add a personal touch by customizing your email "from" field and footers with ease. This information will be pulled from the 'Your business' section in account settings.

Take your personalization up a notch by connecting your Google mail account. Now, all your emails will come from an address your clients know and love. It's a friendly touch that keeps things familiar and delightful! 😊

πŸ’Ž note: white labeling and the Google Mail integration is a Pro feature.

Style settings

Selecting your brand color and font style

Personalize the color and font typeface in the documents you send. We've included a contrast checker to ensure your selections can be read by most people.

Previewing your selections

Once you're ready, you can preview your selections and see what they will look like to your clients. Make sure you save your selections by clicking the 'Save changes' button at the top of the screen.

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