Uploading Co-Branded Collateral Templates
Co-branding templates are required for co-branding to be automatically inserted upon document download. Once uploaded, users must indicate to the system that the uploaded file is a co-branding template.
Requirements
To upload co-branded templates, users must be assigned a security role with the following permissions:
- All Entities, Folder (system): Read and Create
- Tab Settings, Documents: On
- App Settings: App with the Document Tab must be Visible
To upload a co-branded collateral template:
- In the Documents Tab, navigate to the target folder for the template you are uploading.
- You can Drag and Drop the template you want to upload ino the folder.
- You can also click the Upload Arrow button. In the local machine file browser that appears, select the template you want to upload and then click Open.
- Hover your mouse over the template and click Edit.
- Check the Cobranding Template box.
- Click Save.