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Control how your workspace looks in client-facing documents and the client portal. Go to Dashboard → Settings → Brand. Upload your agency logo to display it on documents and the client portal.
1

Open Brand settings

Go to Dashboard → Settings and select the Brand tab.
2

Upload your logo

Click Upload logo. Select a PNG or JPEG file from your computer.
3

Replace an existing logo

If you already have a logo, click Replace logo to swap it out.
Your logo appears immediately in the live preview below the form.

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Brand font

Choose the typeface applied to your client-facing documents. Open the Brand font dropdown and select one of the available options: The live preview updates instantly so you can see how the font looks alongside your logo before saving.

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Preview

The preview card at the top of the page shows your logo and font together as clients will see them. Use it to check the combination before saving.

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Whitelabel

Remove Docsiv branding from documents and set a custom email sender address.
Whitelabel features require Pro or higher. The toggle and custom email field are disabled on the Free plan.

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Hide Docsiv branding

Toggle Hide Docsiv branding to remove all Docsiv references from client-facing documents. This is available on Pro and Agency plans.

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Custom email sender

Custom email sender requires the Agency plan.
Set the From address used for outgoing emails — for example, noreply@yourcompany.com. Enter your address in the Custom email sender field and save. When left blank, Docsiv sends emails from its default address.

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Saving changes

Click Save changes after updating any setting. Logo uploads save immediately without needing to click Save.