Version templates and adopt document branding
Distinguish template version, current branding and explicit adoption.
Task 1
Document templates and previews
Before you start
- Template permission and existing branding; document infrastructure ready for previews.
Steps
- Open the standard template or create a draft copy and configure parameters and a branding version.
- Generate a synthetic preview and inspect its result and versions.
- Publish or withdraw with a reason; select a published version in the register export.
Task 2
Document branding versions
Before you start
- Permission for document branding and access to the graphic assets provided by the service.
Steps
- Inspect the current version, select an available controlled asset or no logo, and choose the print palette.
- Save before previewing and verify the logo is available for new use.
- Provide HR with the new version for explicit template adoption; do not expect retroactive updates.
What to check
You know which branding version the template uses and which versions are retired.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support