Record the company identity and branding that the rest of the platform reads — the profile documents will carry, and the logo and favicon that render in-app and on letterheads, proposals and the public signing page.
Before you start
- Viewing the profile needs the
settings.viewcapability; editing it needssettings.manage. Every save is audited. - Have your legal identity, tax registration and contact details ready, along with logo and favicon image files.
Steps
Complete the company profile
- Open Admin Setup → Settings → Company profile.
- Enter the Name (required).
- Optionally add the Legal name, Trading name, Registration number and Tax number.
- Optionally add the Company email, Company phone and Website.
- Optionally add the address: Street, City, Region, Postal code and Country.
- Save — the change is audited.
[screenshot: Company profile form]
Upload your logo
- Open Admin Setup → Settings → Branding.
- Upload the Logo. It must be a real raster image — PNG, JPG/JPEG or WebP (SVG is deliberately refused to avoid stored-script risk). Size and dimension limits apply.
[screenshot: Branding assets]
Upload your favicon
- Upload the Favicon. Accepted formats are PNG or WebP, within the applicable size and dimension limits.
- You can remove either asset later; each upload or removal is audited.
Result
Your company profile and branding are set. The profile provides the legal identity and contact details on branded documents, and the logo and favicon render in-app and are embedded in letterheads, proposals and the public signing page. The brand colour is kept alongside as a shared setting.