Getting StartedQuickstart

Quickstart


title: Quickstart: Get Started with Sharebrand description: Set up your Sharebrand account and send your first branded file in minutes to begin enhancing client experiences.

Prerequisites

Before starting, prepare these items:

  • A custom domain (e.g., files.yourcompany.com) for white-label branding
  • Your company logo in PNG or SVG format (recommended size: 1200x300px)
  • Access to your email for verification
  • Stripe account (optional, for file sales feature)

Create and Verify Your Account

Sign up and verify your account to access the dashboard.

Sign Up

Visit https://app.sharebrand.io/sign-up and create your account with your business email.

Fill in your company name and basic details.

Verify Email

Check your inbox for the verification email from Sharebrand.

Click the link to activate your account.

Access Dashboard

Log in at https://app.sharebrand.io/sign-in.

You now see the main dashboard.

Configure Initial Branding

Set up your logo and domain to make shares fully branded.

Upload Logo

Go to Settings > Branding in the dashboard.

Upload your logo file and select primary colors (e.g., #1c1c34 for dark blue).

Add Custom Domain

In Settings > Domains, add your domain like files.yourcompany.com.

Update your DNS with the provided CNAME record:

files.yourcompany.com  CNAME  cname.sharebrand.io

Domain propagation takes up to 48 hours, but you can test with Sharebrand's default domain immediately.

Send Your First Branded File

Share a test file via a professional branded link.

Upload File

In the dashboard, click New Share.

Drag and drop a test file (e.g., proposal.pdf) or select from your computer.

Customize Share

Add a password, set expiration (e.g., 7 days), and restrict to specific email.

Preview the branded page with your logo.

Generate Link

Click Create Share to get your branded link:

https://files.yourcompany.com/s/abcd1234

Copy and send it to a test recipient.

Connect Cloud Storage

Store files securely in your cloud provider for scalability.

In Settings > Storage, select AWS S3.

Enter your bucket details:

{
  "bucket": "your-sharebrand-bucket",
  "region": "us-east-1",
  "accessKeyId": "YOUR_ACCESS_KEY_ID",
  "secretAccessKey": "YOUR_SECRET_ACCESS_KEY"
}

Test the connection.

Next Steps

Explore more features to enhance your client experience.