Tutorials

Adding your firm name, logo, and brand color to Uncat

You can apply your brand to Uncat by adding your firm name, logo, and color. It's one of our most popular customization features.

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Transcript

Hi there. This is a super quick video about your firm settings and Uncat. This enables you to kind of white label or co-brand Uncat if you will.
So you can type in your name or the name of your firm here. It will show up at the top of every page and you can also add the logo of your firm.
And when you do that, you'll see that the name of your firm is up here at the very top. And your logo also will be on every page of Uncat.
So when your clients visit the page, they'll see it branded with your brand. You can also change on Kat to align with your brand colors.
So if you wanted to change to a, let's say blueish or purplish, you could change that here. And that way, when your clients visit the page, they'll see your name, your logo, your brand colors, and feel right at home.
The other two small settings here in firm settings, if you want to be carbon copied on every email notification that we send to your clients, you can put in an email address here and we'll send you copies of all those emails.
So you can keep an internal audit log if you want. You can also choose to show account numbers in the transaction table, across all of your clients in the dashboard.
So if you're frequently using account numbers, I want to be able to see them. I want to be able to search by them.
Then you can talk along that switch and that will apply across all your clients in the dashboard. That's it super easy.
Thank you.