Overview
User guide for Overview in the Numezis company portal.
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.
- Review company branding (logo, colors).
- Create or edit templates with the visual builder.
- Preview PDF output before publishing templates.
Permissions and modules
Document template admin permissions.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
documents-engine.branding.company-branding | Company Branding Configuration | medium | UAT-C-DOCENG-BRAND-001 |