TABLE OF CONTENTS
- What is it?
- Logo customisation
- Office-Specific Logos
- Colour customisation
- Colour Accessibility Guidelines
- Email Domain Customisation
What is it?
You can customise the look and feel of your communications in Source, giving clients the professional appearance you want them to see. Branding options include updating your logo, colours, and email domain so that communications align with your company’s identity.
Logo customisation
Your logo is a key part of the First AML communication engine. You can now upload and manage logos at both a global company level and at an office level.
Company Logo
- Navigate to Settings > Branding in the left-hand control panel.
- Under Your logo, select Upload Logo and choose your company’s logo from your files.
- Click Save to apply changes. The logo will display on all emails and forms sent to clients.
- You can edit or delete your logo at any time.
- If no logo is uploaded, the default First AML logo will display.
Logo guidelines:
- Use a logo with a clear background for best visibility. (Tip: To remove backgrounds, use a free online tool.)
- Supported file types: JPEG or PNG.
- Maximum file size: 200KB.
Office-Specific Logos
You can also set logos for individual offices. This allows communications sent from each office to display the most relevant branding.
To upload an office logo:
- Navigate to Settings > Offices.
- Select the office you want to customise.
- Upload the office-specific logo in the Branding section.
- Save your changes.
The office logo will override the company logo for any communication sent from that office. If no office logo is set, the company logo will be used.
Colour customisation
Adding your brand colours ensures your clients see a familiar and cohesive visual experience.
- Go to Settings > Branding.
- Under Your colours, select your primary, secondary, and link colours. You can use the colour picker or enter an RGB code to match your company’s scheme.
- Use the preview screen on the right to check how your colours will appear.
- Click Save to confirm changes.
Where Colours Are Used:
- Primary: Major buttons such as Next, Submit, and Upload in forms.
- Secondary: Minor buttons such as Complete form inside each requirement.
- Link: Hyperlinks in emails.
Colour Accessibility Guidelines
It’s important to make sure your colour choices are easy to read for everyone, including those with visual impairments or in poor lighting conditions.
- Contrast: Ensure strong contrast between buttons/links and the background (white or light grey). Online contrast-checking tools can help.
- Avoid Hard-to-Read Text: Do not use colours that make text difficult to read (e.g. white buttons with white text, yellow links on orange backgrounds).
- Colour Blindness: Avoid red–green and blue–yellow combinations, which are problematic for many individuals.
Email Domain Customisation
You can also customise the email domain so that communications appear to come from your organisation rather than First AML. This adds further trust and brand alignment. More about that here