Branding allows builders to apply their organization’s visual identity across all end-user-facing workflow interfaces. This creates a consistent, trusted experience for anyone interacting with forms, signature requests, data searches, collaboration screens, or notification emails.

When a brand is configured at the account level, it automatically applies across all workflows. Builders can also override the account-level brand at the workflow level to support different business units, client-facing processes, or compliance requirements.

If no branding is configured, all end-user screens will display default Intellistack branding.

Who Has Access

Branding is available on all Streamline plans.

Brand creation and modification is controlled through policy permissions:

• Admins can create, edit, and delete brand configurations.
• Builders and Managers can apply existing brands to workflows based on their permissions.

How to Add a Brand

1. Navigate to Account Settings in the lower-left corner of Streamline.
2. Click Add New Brand.

3. Choose how you want to configure the brand:

   • Scan a webpage URL to automatically pull the logo and color values, or
   • Manually upload a logo and define your primary color.

    

After choosing an option, you’ll be taken to a screen where you can:

• Name your brand
• Add an optional description
• Choose whether this brand should be set as the default
• Upload your primary logo and mark/icon, regardless of which setup option you selected

Supported File Types & Requirements

Logos must be one of the following formats:

JPG, JPEG, PNG, SVG, or WebP

File size must be under 200 KB.

Set Brand Color and Preview

From this screen, you can also:

• Set your primary brand color
• Use the preview to confirm how the logo and color will appear across end-user interfaces

When you’re finished, save your brand, and it will appear on the Brands page.

Note: You can edit an existing brand at any time by clicking the three dots next to it on the Brands page.

How to Apply a Brand to a Workflow

When creating a new workflow, your account-level default brand will be applied to your Workflow. If you'd like to adjust the brand, you can go into the settings of your Workflow and edit the brand from the brand dropdown.

If no brand is selected, the workflow will automatically inherit the account-level default brand.

How to Customize Workflow Email Branding

In addition to your logo and brand color, you can control how your brand appears in the emails Streamline sends on your behalf. Email branding settings are configured per brand in the brand editor, under Logo on emails, and apply to all supported workflow email types (see Where Branding Applies).

Set the Email Logo Position

By default, your logo appears at the bottom center of workflow emails. You can change where it renders so your emails match your brand standards.

1. On the Brands page, click the three dots next to a brand and choose to edit it.
2. In the brand editor, find Logo on emails and click Preview.
3. In the Outbound email preview, use the Logo position dropdown to choose a position.
4. Confirm the placement in the live preview, then click Save changes.

Supported logo positions:

• Top / Left
• Top / Center
• Top / Right
• Bottom / Left
• Bottom / Center (default)
• Bottom / Right

Note: Position applies to the logo only. It does not reflow other email content. The position you set is inherited through the brand hierarchy, so a workflow-level brand override takes precedence over the account default.

 Show or Hide the Default Footer

Workflow emails include a default footer that displays the Intellistack name and address. You can hide this footer so workflow emails read as purely your own communication.

1. In the brand editor, click Preview under Logo on emails to open the Outbound email preview.
2. Toggle Show default footer off to remove the Intellistack name and address from workflow emails.
3. Confirm the change in the preview, then click Save changes.

Note: Hiding the footer does not add a footer of your own. If you want to display your company name or address, add that content to your notification step email body. The footer setting is inherited through the brand hierarchy.

Important: This setting controls only the default Intellistack footer on workflow emails. It does not affect bulk or marketing emails sent through SendGrid or SMTP integrations, which are governed by separate compliance rules.

Feature Capabilities

Brand Configuration

Builders can:

• Set a custom logo displayed on all supported end-user screens
• Choose a primary brand color for interactive UI elements
• Name and describe each brand configuration for clarity and organization
• Preview branding before saving changes

Where Branding Applies

Branding appears on the following end-user surfaces:

Web Screens

• Form step (logo, buttons, radio buttons, checkboxes)
• Data Search share experience and results screens
• Sign step – “Please review and sign” modal and signing interface
• Collaboration step – “Entering as” screen

Email Communications

Branding appears in:

• Workflow share emails
• Data Search emails
• Form assignment emails
• Sign assignment emails
• Notification emails
• Collaboration emails

Brand Hierarchy

• The account-level brand acts as the default for all workflows.
• Builders can override this default at the workflow level.
• Workflows without an assigned brand will inherit the account default.

Feature Limitations

• Branding currently includes logo and primary color only.
• Additional options such as fonts, secondary colors, or layout variations are currently not available.
• PDF outputs do not display branding.

Screens Not Included

Branding does not appear on:

• Signing in progress screen
• Signing completed screen
• Redlining (Collaboration)
• Workflow complete screen
• Workflow failed screen
• 404 error screen
• General error screens