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Personalize your account

Make ContentsPal your own by adding your organization's name and logo. This guide shows you how to customize your account settings so that all reports and interfaces reflect your brand and create a professional impression with customers.

Written by Pal

Why personalize? Adding your organization’s name and logo ensures that all generated reports and account views reflect your brand. It’s a simple way to make ContentsPal feel like an extension of your business.


1. Access Organization Settings

  1. From the dashboard, click on your Organization.

  2. Select Organization Options.


2. Update Organization Name

  1. In the options panel, locate the Organization Name field.

  2. Enter the desired name (e.g., your company name).

    • Tip: Keep it consistent with your business’s legal or customer-facing name to avoid confusion in reports.


3. Upload a Logo

  1. Click Upload Logo.

  2. Choose a file from your computer (JPG or PNG recommended).

  3. Save your changes.


4. Where Your Branding Appears

  • Your logo will automatically be displayed:

    • On all reports generated in ContentsPal.

    • Across your account interface for you and your team.


5. Set a Default Label Prefix

When creating labels for items, ContentsPal prefills the label prefix. You can control the default from Organization Options → Settings:

  • Job name (default) — prefix is derived from the job name (e.g. JOBNAM-1, JOBNAM-2).

  • No prefix — labels are numbered only (e.g. 1, 2, 3).

  • Custom prefix — enter your own prefix (e.g. CUSTOM-). A dash is appended automatically if omitted.

This setting applies org-wide and can be overridden per job when creating labels.


Key Takeaways

  • You can customize your organization name and logo from Organization Options.

  • A logo adds professionalism and consistency to your reports.

  • Branding updates are reflected across your account instantly.

  • You can set a default label prefix (job name, number-only, or custom) under Organization Options → Settings.

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