Branding your forms

Your branding is what your clients see when they open a link from you: your name, your logo and your colors on the form, the receipt and the emails that carry the link. It also sets where client replies reach you. A first send works without it, under your firm's name, but it is worth doing before you send to real clients.

Owners and admins can change branding. Members see a note in the form builder saying an owner or admin can add it.

Set up your branding#

1. In the sidebar, open Settings, then Branding.
2. Fill in the sections below.
3. Select Save.

If you arrived from the setup list on your welcome page or dashboard, the page is headed Brand your forms and the button reads Save and continue. You can select Skip for now and come back later.

Your name and logo#

• Display name is the name clients see. Leave it blank to use your workspace name.
• Logo accepts a JPG, PNG or WebP file up to 2MB. SVG files are not accepted. You see it at the size a client will before you save. To take it off, select Remove logo.

Emails to your clients are headed with your logo, or with your name if you have no logo.

Match your colors to your logo#

Once a logo is chosen, you may see a Match my logo switch. Turn it on and an AI model reads the colors from your logo and fills in the color pickers for you. While it is on, the pickers follow the logo. Turn it off to pick colors yourself.

The colors it chooses are kept readable: an accent that would barely show against the form is never used, and the page and card stay light and quiet. If your logo has no color that works, you are told so and can pick your colors yourself.

This is offered while your workspace has an active trial or subscription and AI review isn't paused. See Usage and allowances.

How clients reach you#

• Email is shown on your forms and receipts. When a client replies to one of the emails we send them, the reply comes to this address. Setting it is what ticks off the branding step on your setup list.
• Phone is printed on your forms and receipts. It is never put in a text or email.
• Time zone is your office's clock. Reminders reach your clients between 10 a.m. and 4 p.m. in this time zone, and receipts show times in it.

Colors#

There are four colors. Leave any of them unset to use the default.

• Accent color carries the Send button, links and focus outlines.
• Page background is behind the form.
• Card is the panel the questions sit on.
• Text is the main text color.

Everything else, such as muted text, rules and shadows, is worked out from these, and lifted where it would be hard to read.

Client portal#

Under the branding form, Client portal shows the address where your clients sign in to see everything between you and them. Click Copy link and put it on your website or in your email signature. See The client portal.

Powered by Cartenda#

At the bottom of the pages your clients see, alongside the link to how their documents are handled, a small line reads "Powered by Cartenda." To take it off, turn off Show “Powered by Cartenda” and select Save. It is yours to turn off on every package.

Give one form its own colors#

Your branding applies to every form you send. To change the colors for a single form:

1. Open the form's Build tab.
2. Turn on Give this form its own colors.
3. Choose the colors. The preview updates as you go.

Turn the switch off again and the form goes back to your workspace colors, or your logo's colors if you use Match my logo.

If your firm has no logo yet, the builder offers Add your logo so an owner or admin can add one without leaving the form.

Check what clients see#

The preview beside the builder shows your branding as a client will see it. To see it end to end, send a form to yourself. See Your first request in ten minutes and Building a form.