Documents & Branding
How your CPD documents look and read.
Overview
Documents & Branding holds the logo and signature images, colours, letterhead, the wording of the invitation letter with placeholders, bank accounts and notes, and whether the phone sign-in form asks for a hoodie size. A live preview shows the PDF. Blank fields fall back to the company profile, and the preview uses your current, even unsaved, values with a sample event. Invitations, proformas, contracts and the PAX sheet all read from here, so nothing about your company is hard-coded.
When to use documents & branding
- You set up your letterhead and letter wording.
Step by step
In the CPD Training module open Configuration in the green navigation bar, then choose Documents & Branding under Automation.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- The screen says: “The invitation letter and proforma invoice - emailed automatically and printable - are built from these settings. Blank fields fall back to the company profile.”
- The screen says: “Previews use your current (even unsaved) values with a sample event.”
- Actions on the screen: Preview letter, Preview proforma, Save, Upload, reset, Replace, Add bank account.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.config.manage
- cpd.config.read