For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Snapdocs RON
Help center
Creating a custom brand theme
A consistent brand image is key to a professional appearance, and Snapdocs RON (formerly 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 Snapdocs RON (formerly Pactima).
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## Steps to create your brand theme
1. **Navigate to Account Settings**
- Click on the **Account** button located in the top right corner of the Snapdocs RON (formerly Pactima) header.
2. **Access Brand Themes**
- Find the **Brand Themes** card on the account overview page.
3. **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.
4. **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.
5. **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.
6. **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.
7. **Adjust standard eSignature elements**
- Modify the landing page elements for the standard eSignature process, including buttons and fields, to reflect your brand's style.
8. **Save and activate your 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.
