Branding Your Portal, Share Safe, and Client Axcess Sites
Your firm can brand its Portal, Share Safe, and Client Axcess sites with a firm logo or the firm name. The steps required to add branding to your sites vary depending on the products your firm licenses. Click the link for your firm's configuration below to view instructions for branding your sites.
Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
Click Document > Firm Name and Logo on the navigation panel.
Select to either display the firm name or the firm logo.
If you choose Use firm name, the name entered in the Application Links > Firm > Settings and defaults > General window will display on your applications.