How to customize data room branding?

Customizing your data room's branding allows you to create a professional and cohesive experience for your users. This guide will walk you through the process of personalizing your data room's appearance using our platform's customization features.

What can be customized?

Our platform allows you to customize several key elements of your data room's appearance:

1. Logo
2. Banner
3. Brand Color
4. Custom Domain
5. Social Media Cards
6. Meta Information

Adding a custom logo

1. In the Customization section, find the "Logo" option.
2. Click on the upload area or the "Choose File" button.
3. Select your logo file from your computer. Note:
   • Maximum file size: 2 MB
   • Accepted formats: PNG or JPG
4. Once uploaded, you'll see a preview of your logo.

Tip: Choose a logo with a transparent background for the best results.

Setting a banner image

1. Locate the "Banner" section in the Customization page.
2. Click on the upload area or the "Choose File" button for the banner.
3. Select your banner image. Keep in mind:
   • Maximum file size: 5 MB
   • Minimum dimensions: 1920x320 pixels
   • Accepted formats: PNG or JPG
4. After uploading, you'll see a preview of your banner.

Tip: Use a high-quality image that represents your brand or the purpose of the data room.

Choosing a brand color

1. Find the "Brand Color" section on the Customization page.
2. You have two options for selecting a color:
   • Use the color picker: Click on the color swatch to open a color picker interface.
   • Enter a hex code: If you know your brand's exact color code, enter it in the provided field.
3. As you select or enter a color, you'll see a live preview of how it looks.

Tip: Choose a color that complements your logo and banner while ensuring good contrast for text readability.

Adding a Custom Domain

A custom domain (like dataroom.yourcompany.com) makes your data room look more professional and reinforces your brand.

1. Navigate to your link settings

2. Find the "Domain" section

3. Enter your desired custom domain

4. Follow the verification process:

   • Add the provided DNS records through your domain registrar
   • Wait for verification to complete

Suggested subdomains:

• dataroom.yourcompany.com
• docs.yourcompany.com
• documents.yourcompany.com
• deck.yourcompany.com

Customizing Social Media Cards

Control how your data room appears when shared on social platforms:

1. In the data room settings, find "Custom social media cards"
2. Enable the feature
3. Upload a social card image:
   • Recommended size: 1200 x 630 pixels
   • Maximum file size: 5MB
   • Supported formats: PNG, JPG, JPEG

Meta Information

Customize how your data room appears in search results and social shares:

1. Set a custom title (up to 120 characters)
2. Add a description (up to 240 characters)
3. Upload a favicon (optional):
   • Size: 16x16 to 48x48 pixels
   • Maximum file size: 1MB
   • Supported formats: PNG, ICO, SVG

Customiza your data room

Saving your changes

After making your desired customizations:

1. Review the preview of your changes.
2. Look for a "Save Changes" or "Apply" button, typically located at the bottom of the page.
3. Click this button to apply your branding changes to the data room.

Resetting branding

If you need to remove custom branding:

1. Scroll to the bottom of the Customization page.
2. Look for a "Reset Branding" or similar option.
3. Click this to revert to the default appearance.

Best Practices for Data Room Branding

• Ensure your logo and banner are high-quality and professional.
• Choose a brand color that's consistent with your overall brand identity.
• Test your branding on different devices to ensure it looks good on various screen sizes.
• Consider how your branding will appear alongside your documents and other data room content.

Conclusion

Customizing your data room's branding is a simple yet effective way to create a professional and personalized experience for your users. By following these steps, you can ensure that your data room reflects your brand identity and stands out to your clients and team members.

For more advanced customization options or troubleshooting, please refer to our other help articles or contact our support team.