# Set up document branding

Save a logo, colors and repeating header/footer so generated documents use a consistent style. Branding profiles can be shared across documents, with an agent-specific choice when needed.

## Before you begin

You need permission to manage document settings. Agent setup also needs permission to manage document agents. Existing document versions keep the branding saved when they were created; changing a profile does not restyle them.

## Create or edit a branding profile

1. Open **Documents → Branding & policy**. You can also open **Document Branding & Signing Policies** in Settings.
2. In **Branding**, select a profile or add a new one.
3. Enter its **Profile name** and choose the **Brand color** and **Font**.
4. Optionally choose a PNG or JPEG **Logo**.
5. Edit **Header** and **Footer**, then choose **Paper size**.
6. Check the illustrative preview and select **Save settings**.

![Choose a branding profile, color, font and logo beside an illustrative preview; header and footer settings follow below.](/help/assets/document-agents/branding-profile.png)

The preview shows the intended style. Check an actual generated PDF for exact page breaks and pagination. Uploaded PDFs keep their original pages; branding applies to surrounding emails and signing screens rather than rewriting those pages.

## Choose branding for a new document

1. Select **Upload PDF** or **Create document** in Documents.
2. In **Branding**, keep the default or choose a named profile.
3. Select **Continue**. The new document saves its own branding snapshot.

## Choose branding for an agent

1. Open **Agents → Agent Types → Document Agents** and edit the agent.
2. Select **This agent’s branding**, then choose a profile in **Branding** or inherit the tenant default.
3. Save the agent. New documents using **Agent default** inherit that selection; choosing a named profile overrides it for that new document.

Management links open another tab so in-progress edits stay in place. Returning refreshes the available profiles.

## Set signing defaults

Open **Signing policies** on the branding page to configure default routing, invitation expiry, reminders and permitted automation. Reminders remain off until configured; manual reminders are still available. SMS verification requires a sender assigned to your workspace.

Keep automatic sending disabled until your team has tested its templates and policy. Automation does not bypass required signatures, recipient consent or locked sections.

## Branding, template defaults or global sections?

| Setting | What it controls |
|---|---|
| Branding profiles | Logo, color, approved font, paper size and repeating header/footer |
| Template defaults | Tenant replacement values, such as reusable business details; tenant-admin access is required |
| Global sections | Reusable clauses or other document content, separate from visual branding |

Links to all three are available from document-related screens. [Template defaults](/settings/document-tokens) *(sign-in required)* and [branding settings](/settings/document-branding) *(sign-in required)* can also be bookmarked.

## If a change does not appear

- **An existing draft still looks the same:** its saved snapshot is preserved. Test the updated profile in a new document.
- **An uploaded page has no new logo:** its layout is preserved. Put the logo in the source PDF if it belongs on those pages.
- **You cannot see the settings link:** ask your administrator for the appropriate document-settings permission; Template defaults additionally requires tenant-admin access.

## Next steps

[Create and send a document](signing-flow.md) or [configure a document agent](agent-setup.md).