A consistent brand image is key to a professional appearance, and Pactima allows you to personalize the platform to match your company's branding. Customizing your brand theme will alter the appearance of email notifications and other client-facing elements provided by Pactima. Here's a step-by-step guide to creating your own brand theme.
Steps to Create Your Brand Theme:
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Navigate to Account Settings:
- Click on the 'Account' button located in the top right corner of the Pactima header.
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Access Brand Themes:
- Find the 'Brand Themes' card on the account overview page.
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Initiate Brand Theme Creation:
- If no brand themes exist, you’ll see an 'Add a Brand Theme' button with a "+" symbol.
- Click this button to start designing your brand theme.
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Design Your Theme:
- Begin by naming your brand theme to distinguish it from others you might create.
- Upload your company logo and adjust its size or crop as necessary.
- Save your logo adjustments before moving on.
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Set Sender Information:
- Enter the sender name as you want it to appear in client communications. This could be your company name or a representative's name, such as "Joel from Logo Inc."
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Customize Theme Colors and Text:
- Adjust the header background and text colors to align with your brand's color scheme.
- Customize the buttons’ background color to ensure consistency with your branding.
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Adjust Standard eSignature Elements:
- Modify the landing page elements for the standard eSignature process, including buttons and fields, to reflect your brand's style.
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Save and Activate Brand Theme:
- Once you’ve made all the necessary customizations, save your brand theme.
- Your new theme is now set and will be reflected in future client interactions.
Finalizing Your Brand Theme:
- Preview your theme to ensure all elements display as expected.
- Remember that this theme will represent your company, so it’s important that it looks professional and is aligned with your branding guidelines.
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