This article will demonstrate how to set up your branding page and domains.

First, click your initials in the bottom left part of the screen, then click branding. The customization tab allows you to add email addresses that you would like to use for your support and porting emails, as well as a link for your help center. You can also enable SSO here. If you want to include icons and logos, you'll add them on the right side of the screen. Icons are shown in tabs on your browser, and the logo is shown on the top left part of your portal.

 

 

If you scroll down, you can add icons and logos for each product, fax, sign, and drive. If you do not add anything for these, they will be labeled as F, S, and D on the left panel.

Clicking the domains tab will bring you to where you are going to set up your domains. 

This article includes instructions for GoDaddy and Amazon Route 53. You can click the word or scroll to whichever is needed.

 

GoDaddy

Custom Domain

This is the domain that will be used to log into the portal.
First, add your domain to the subdomain. Until your custom domain is set up and verified, you can log into the portal using your subdomain. You'll still be able to log in using the subdomain once the custom domain is setup.
Please note that the custom domain and email to fax domain must be different.

Next, click the field to add your custom domain. Once it's entered, click next.

This screen will display the information you insert into the new records in GoDaddy.

 

First, select TXT for the type of record.
Next, copy and paste the text under Field from the Documo portal and paste that into Name in GoDaddy. You'll also want to add .app after the text. You will not add your domain since you are already managing this domain.
Lastly, copy the text in Value in the Documo portal and paste it into Value in GoDaddy.

Next, add a new record and select CNAME for the type of record.
In the Name field in GoDaddy, type app without anything else. Again, since you're managing your domain, you do not have to type that in.
Lastly, copy and paste the value app.documo.com. into GoDaddy's value. Then click 'save all records'.

Your custom domain may take up to 24 hours to show as verified in the Documo portal. Once it is verified, it'll have a green 'verified' stamp next to the domain.

If it fails verification, you will need to check your records in GoDaddy and make sure they're all accurate, and that you did not add your domain where it is not needed.

You will set up your custom API domain the same way you set up your custom domain. A custom API domain is required, even if you do not use API.

Email Notifications Domain

This is the domain that is used to receive email notifications.
First, click the dropdown arrow next to Advanced Settings to access the email notifications domain.



Next, click the field below Email Notifications Domain, and enter the domain you would like to use for notification emails. In this example, they would come from no-reply@notify.yourcooldomain.com. Then click next.

You will be presented with the information below to insert into GoDaddy.

 

Create TXT and CNAME records like you did for the custom domain by copying the Hostname and pasting it into Name, and copying the Value and pasting it into Value in GoDaddy. Keep in mind that anytime your domain is included in Documo's Hostname, you do not include it in GoDaddy.
Next, create the two MX records in GoDaddy that are shown at the bottom of the records page in the Documo portal. These are necessary in order for email notifications to work properly.
Lastly, click 'save all records' in GoDaddy.

 

Once verified, it'll show a green verified stamp next to the email notifications domain.

If it fails verification, you can click the i next to Email Notifications Domain to see which record is problematic. From there, you will need to make sure the record is accurate in GoDaddy. As a reminder, do not add your domain where it is not needed.

If it fails verification, you will need to check your records in GoDaddy and make sure they're all accurate, and that you did not add your domain where it is not needed.

 

Email to Fax Domain

This is the domain used to send faxes directly from your email, if your email address is a user in the Documo portal. To learn how to send an email to fax, visit this article.
This will be set up the same way that the email notifications domain was set up.
Please note that the custom domain and email to fax domain must be different.

First, click the dropdown arrow next to Advanced Settings to access the email to fax domain.

 

Next, click the field below Email to Fax Domain and enter the domain you would like to use for sending faxes from your email. In this example, the domain used to send would be send.yourcoldomain.com. 

 

You will be presented with the information below to insert into GoDaddy.

 

Create TXT and CNAME records like you did for the email notifications domain by copying the Hostname and pasting it into Name, and copying the Value and pasting it into Value in GoDaddy. Keep in mind that anytime your domain is included in Documo's Hostname, you do not include it in GoDaddy.
Next, create the two MX records in GoDaddy that are shown at the bottom of the records page in the Documo portal. These are necessary in order for email to fax to work properly.
Lastly, click 'save all records' in GoDaddy.

Once verified, it'll show a green verified stamp next to the email to fax domain.

If it fails verification, you can click the i next to Email to Fax Domain to see which record is problematic. You will then need to check your records in GoDaddy and make sure they're all accurate, and that you did not add your domain where it is not needed.

Amazon Route 53

Custom Domain

This is the domain that will be used to log into the portal.
First, add your domain to the subdomain. Until your custom domain is set up and verified, you can log into the portal using your subdomain. You'll still be able to login using the subdomain once the custom domain is setup.
Please note that the custom domain and email to fax domain must be different.

Next, click the field to add your custom domain. Once it's entered, click next.

This screen will display the information you insert into the new records in Route 53.

First, select TXT for the record type.
Next, copy and paste the text under Field from the Documo portal and paste that into Record name in Route 53. You will not add your domain name since it is added for you after the record name.
Lastly, copy the text in Value in the Documo portal and paste it into Value in Route 53. You will want to put this value in quotation marks. Then, click 'create records'.

 

Next, add a new record and select CNAME for record type.
In the Record name field in Route 53, type app without anything else. Again, since the domain is added for you, it doesn't need to be added again.
Lastly, copy and paste the value app.documo.com. into Route 53's value. Then click 'create records'.

 

Your custom domain may take up to 24 hours to show as verified in the Documo portal. Once it is verified, it'll have a green 'verified' stamp next to the domain.

If it fails verification, you will need to check your records in Route 53 and make sure they're all accurate, and that you did not add your domain where it is not needed.

You will set up your custom API domain the same way you set up your custom domain. A custom API domain is required, even if you do not use API.

Email Notifications Domain

This is the domain that is used to receive email notifications.
First, click the dropdown arrow next to Advanced Settings to access the email notifications domain.



Next, click the field below Email Notifications Domain, and enter the domain you would like to use for notification emails. In this example, they would come from no-reply@notify.yourcooldomain.com. Then click next.

You will be presented with the information below to insert into Route 53.

Create TXT and CNAME records like you did for the custom domain by copying the Hostname and pasting it into Record name, and copying the Value and pasting it into Value in Route 53. The value should be put in quotation marks. Keep in mind that anytime your domain is included in Documo's Hostname, you do not include it in Route 53.

Next, create the two MX records in Route 53 that are shown at the bottom of the records page in the Documo portal. These are necessary in order for email notifications to work properly. In the value, you will add 10 (the priority) before the record. You can add both records in the same value box.
Lastly, click 'create records' in Route 53.

 

Once verified, it'll show a green verified stamp next to the email notifications domain.

If it fails verification, you can click the i next to Email Notifications Domain to see which record is problematic. From there, you will need to make sure the record is accurate in Route 53. As a reminder, do not add your domain where it is not needed.

If it fails verification, you will need to check your records in Route 53 and make sure they're all accurate, and that you did not add your domain where it is not needed.

 

Email to Fax Domain

This is the domain used to send faxes directly from your email, if your email address is a user in the Documo portal. To learn how to send an email to fax, visit this article.
This will be set up the same way that the email notifications domain was set up.
Please note that the custom domain and email to fax domain must be different.

First, click the dropdown arrow next to Advanced Settings to access the email to fax domain.

 

Next, click the field below Email to Fax Domain, and enter the domain you would like to use for sending faxes from your email. In this example, the domain used to send would be send.yourcoldomain.com. 

 

You will be presented with the information below to insert into Route 53.

 

Create TXT and CNAME records like you did for the email notifications domain by copying the Hostname and pasting it into Record name, and copying the Value and pasting it into Value in Route 53. Keep in mind that anytime your domain is included in Documo's Hostname, you do not include it in Route 53.

Next, create the two MX records in Route 53 that are shown at the bottom of the records page in the Documo portal. These are necessary in order for email to fax to work properly. In the value, you will add 10 (the priority) before the record. You can add both records in the same value box.
Lastly, click 'create records' in Route 53.

 

If you have any other questions, please reach out to support@documo.com.