Document Studio
Goal
Design tenant PDF branding, layout, labels, and preview for commerce and payroll documents, then publish a new revision for staff printing and downloads.
Who it is for
| Permission | Capability |
|---|---|
tenant.manage | Open Document Studio, edit branding/layout/labels, preview, and publish |
Preconditions
- Signed in to the correct workspace with tenant management permission.
- Company identity (legal name, logo content) may still come from Tenant settings; Document Studio owns document-specific presentation.
Open the screen
Administration → Settings → Company & access → Document Studio, or /settings/company/document-studio/branding.
Sections: Branding, Layout, Labels, Preview.
Steps
Branding
- Choose style, accent color, English/Arabic fonts, and default document language.
- Upload, replace, or remove the document logo.
- Edit company name, company information, footer, and per-document headings.
Layout
- Set paper size (A4 or Letter) and margins.
- Toggle optional sections (logo, company information, address, notes, footer). Required totals remain enforced by the server.
Labels
- Filter and edit translated field labels used on PDFs (documents, parties, lines, payroll status).
Preview and publish
- On Preview, pick a document type and language, then generate a sample PDF.
- Print or download the sample when ready.
- Use Publish when changes are unsaved. Publishing creates a new revision.
Concurrent edits
If another administrator published while you were editing, publish returns a conflict. Reload the design (confirm discard when prompted), review the published revision, then re-apply and publish your changes. Ordinary field validation failures are shown separately and do not lock the form.
Related
- Tenant settings for workspace identity and email brand.
- Document types for extensibility document-type catalogs (not PDF branding).