TallySignSupport

Set up your company

Add your logo, brand color and legal details so every document and email looks like it came from you.

3 sections · 2 screenshots · 2 clips

Tally Sign puts your company on everything it sends: documents, signing pages, emails and the signed PDF. The product name only appears as the platform. Setting this up takes about five minutes.

Step by step · 4 steps

Add your logo and brand color

Where: Tally Sign → Settings → Company

1. Open your company settings

In Tally Sign, choose Settings at the bottom left. Company opens first. Scroll down to Branding.

More detail: Open your company settings

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Company details

After you create an account, Tally Sign opens Settings with a short setup checklist. You can come back to it any time from Settings → Company.

  1. Open Settings in the sidebar and choose Company.
  2. Enter the Company name. It's shown in the app, in emails and on signing pages.
  3. Enter the Legal name, for example Northbeam Software, Inc.. Templates use it wherever the contract names your company.
  4. Enter the Address, Company email and Website.
  5. Set Governing law to the state whose laws govern your contracts.
  6. Choose Save changes.
Company settings with name, legal name, address, email, website and governing law filled in
Settings → Company. These values fill the company fields in every template.

Logo and brand color

  1. Open Settings → Company and scroll to Branding.
  2. Choose Upload logo. PNG, JPG or SVG work. A dark logo on a transparent background works best.
  3. Check both previews: On light pages and On dark covers.
  4. Pick a Brand color from the presets, or enter a hex value such as #0f5c55.
  5. Look at the Review and sign button preview. If the color is too light for white text, Tally Sign warns you.
  6. Choose Save changes.
Upload logo, then check both previews.
Pick a color or type a hex value, then Save changes.
Branding section with the Northbeam logo on light and dark backgrounds and a dark green brand color
The brand color is used for the buttons in the emails your recipients get, and as the accent in the Bold look.

Sections and teammates

Sections split your documents into areas, for example Business and Rentals. Each section has its own documents and templates, and can sign as a specific person. Most companies keep the single default section. Sections are set up in Settings → Sections.

To invite teammates, open Settings → Team. See Team and roles.

If your company signs in through Okta, Microsoft Entra ID, Google Workspace or another identity provider, set up Settings → Single sign-on. It's included on every plan. See Single sign-on.

On the website: No CRM needed·Pricing