Settings
Branding
Per-tenant branding sets the name shown in the sidebar lockup, the email signatures, and the renewal pack header.
What you can set
- Brand name: appears under the clmSpace lockup in the sidebar and on every exported document.
- Primary contact: used as the default sender in generated sample emails.
- Legal entity: full legal name used in renewal pack headers.
Where it’s stored
Tenant config lives in Dataverse under the tenant’s record. The portal loads it at sign-in and applies it across the workspace.