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Document branding controls the logo, primary color, and secondary color Sofie can use in generated documents and document templates that include brand styling. Use document branding for visual consistency. Do not use branding to imply that a document is approved, controlled, or released.
Personal branding appears only when an administrator enables Allow personal branding in Organization Settings.

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How Sofie chooses branding

Sofie resolves document branding by field. A logo, primary color, and secondary color can come from different levels if some fields are blank.
LevelWho manages itHow it applies
Personal brandThe user, when personal branding is allowed.Takes precedence for documents generated for that user. Blank fields inherit from the user’s group or organization.
Group brandA user who can edit groups.Applies to members of the group. Blank fields inherit from organization branding.
Organization brandA user who can edit organization settings.Applies as the default brand for the organization. Blank color fields use document defaults.
If a user does not set a personal logo, Sofie can use the group logo. If the group does not have a logo, Sofie can use the organization logo. The same inheritance applies separately to the primary and secondary colors.

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Configure organization branding

Use organization branding as the baseline for generated documents.
1

Open Organization Settings

Go to the administration area and open Organization Settings.
2

Open Brand

Choose the Brand tab.
3

Upload or remove the logo

In Update Brand, use Upload, Re-upload, or Remove. Logo uploads accept JPG, GIF, or PNG files up to the size shown in Sofie.
4

Set brand colors

Enter a six-digit hex value for Primary and Secondary, or use the color picker. Use Clear primary color or Clear secondary color when you want Sofie to use document defaults.
5

Review the preview

Check the document preview for logo fit, contrast, table headings, and secondary color readability.
6

Save

Click Save.

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Allow users to set personal branding

Personal branding lets users set their own document logo and colors from Account Settings. It is useful when different teams, sites, clients, or author groups need different document presentation.
1

Open Organization Settings

Go to the administration area and open Organization Settings.
2

Open General

Choose the General tab.
3

Enable personal branding

In Branding, turn on Allow personal branding.
4

Save changes

Click Save Changes.
After this setting is enabled, users see the Branding tab in Account Settings. See Personal document branding for the user workflow.

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Configure group branding

Group branding lets administrators apply a shared document brand to a group. Use it when a department, site, client team, or project group should use a different logo or color set than the organization default.
1

Open the group

Go to Users, choose Manage Groups, and open the group.
2

Find Group Brand

Use the Group Brand section on the group details page.
3

Update the logo

Use Upload, Re-upload, or Remove. Logo uploads accept JPG, GIF, or PNG files up to the size shown in Sofie.
4

Set colors

Enter Primary and Secondary hex colors, or leave a field blank to inherit from the organization.
5

Save

Click Save.

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Review branding changes

Before relying on new branding for team output:
  • Check the preview in Organization Settings > Brand for the organization baseline.
  • Ask a representative user in each group to create or regenerate a document that uses brand styling.
  • Check logo size, table heading contrast, secondary fills, headers, footers, and exported files.
  • Confirm personal branding behavior with a user who has the Branding tab enabled.
  • Review generated content before using it in controlled processes.
Branding affects presentation. It does not replace your organization’s review, approval, validation, release, or document-control process.

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Troubleshooting

IssueWhat to check
A user does not see Branding in Account Settings.Confirm Allow personal branding is enabled in Organization Settings.
A group brand is not visible for a user.Confirm the user is in the intended group and the group brand fields are saved.
A personal brand is not visible.Confirm the user saved the personal brand fields and did not leave the field blank. Blank fields inherit.
A color does not save.Use a six-digit hex value, such as #005F73.
A logo upload fails.Use JPG, GIF, or PNG and keep the file under the size shown in Sofie.
Output still uses default styling.Confirm the generated document or template includes brand styling. Existing content may need to be regenerated or updated.