How to use Branding

Set up your workspace branding in under five minutes.

1. Sign in to the CRM, then click Admin Portal in the sidebar.
2. Open Workspace → Settings.
3. Under Company Details, fill in your business name, address, phone, email, website and ABN — every PDF surfaces these.
4. Under Document Branding, upload your logo (PNG or JPEG, up to 2 MB). Square or wide aspect ratios print best; narrow vertical logos shrink awkwardly on a PDF header.
5. Optionally add a Document Header (sits under the logo on every PDF — three lines or less) and a Document Footer (sits at the bottom — useful for legal text, address, contact line).
6. Click Save, then open any record and export it to PDF to confirm the branding applied. If something looks off, come back and tweak — the change is live the moment you save.

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