ProductDocuments Engine
Overview
User guide for Overview in the Numezis company portal.
Overview
Document engine templates and branding power PDFs, emails, and batch outputs.
Where in the app
/c/companies/:companyId/settings/branding
Step-by-step
- Open Settings → Documents → Templates. (UAT-C-DOCENG-BRAND-001)
- Review company branding (logo, colors). (UAT-C-DOCENG-BRAND-001)
- Create or edit templates with the visual builder. (UAT-C-DOCENG-BRAND-001)
- Preview PDF output before publishing templates. (UAT-C-DOCENG-BRAND-001)
Permissions and modules
Document template admin permissions.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
documents-engine.branding.company-branding | Company Branding Configuration | — | optional | Company Branding Configuration | medium | UAT-C-DOCENG-BRAND-001 |