Customize your documents

In this article you will learn how to customize your organization's documents.

Angela avatar
Written by Angela
Updated over a week ago

At Parallel we know that customization of corporate image is very important for most companies. That's why you can customize the "theme" or style of the PDF documents you create automatically from Parallel.

In this article we will explain:

  • What is a theme

  • How do I use themes in my templates and documents?

  • How I create a new theme

What is a theme?

A theme is a document style. You can create different themes, each with a different style.

How do I use document themes?

Once you have created different document themes, you can associate them to your templates.

When you associate a theme to a template, all parallels created from that template will have that theme in the exportable PDF.

You will find the possibility to associate a theme to a template in the settings of each template:

How to create a new theme?

You can find the settings to customize your documents in your personal menu (bottom left) > Organization > Branding. In the Documents tab.

From here, you can create different Themes.

To do this select the New Theme button (top right).

Give this Theme a name and choose whether or not you want it to be your "default theme".

For each Theme you can configure:

  1. Margins: Adjusts the top, bottom and side margins of the document.

  2. Logo: Choose whether you want your organization's logo to appear on the documents.

  3. Fonts: Customize titles and texts, choosing the font, size and color of your choice.

  4. Legal disclaimer: This text will appear at the end of the documents that include an eSignature from one of our providers, just before the signature. It is the only element that does not appear in the preview.

    1. You can include it in up to two languages so that it automatically adapts to the language of your petition.

Next to the settings, you will see a preview of the document that will help you get an idea of the final result.

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