How-to · Documents

How to: Put your firm's branding on exported documents


  1. Open Settings → Branding.
  2. Under Logo, choose Browse and pick your logo — a PNG, JPEG or WebP image.
  3. Type your Firm name, pick an Accent colour, and add a Footer line, such as "Confidential — prepared for the client". Each is saved as you leave the field.
  4. Export a document from the viewer, or ask the assistant for a Word, PowerPoint or Excel file. It carries your logo, colour and footer.

Branded documents are a Pro feature. You can fill in the Branding settings on any plan; documents are made without the letterhead until Pro is active under Settings → Licence.

See Artifacts & documents.

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