ProductDocuments Engine
Overview
Templates and branding that power PDFs, emails and batch outputs.
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.