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Tips for Collateral Builds

Written by Tyler Cofield

⚠️ Update Collateral Build Branding before using the "Shared Builds" and "Included with Subscription". This will ensure that all your branding gets updated when you add those builds to your " My Builds" or to "My Collateral".

To learn more about "Branding Collateral" click here:


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*Tip : Add your company logo to a new build.

Click on the "Company Logo" button and place it on your collateral
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*Tip : Use the auto branding feature, "Company Details" to import your information.

  1. Start by clicking on the "Text" button
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  2. At the top of the text tool bar, click on the "Company Details" button
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  3. You can select what information you would like to display on your document such as "Company Website".
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*Tip: Add links to your text or images.

  1. Start by highlighting your text. Then click on the "Insert Link" button on the toolbar.
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  2. Add your company URL, then click "Insert"
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  3. To add a link to your "Company Logo", click the "Company Logo" image and insert the URL link.

*Tip: Create master pages in your document.

  1. Start by clicking on the "Master Page" tab
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  2. In the Elements tab, you can add your "Company Logo"
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  3. To add page numbers, click on the "Pagination" button


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  4. You can customize the page numbers in the "Pagination Settings"
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*Tip: Adding buttons to your document.

  1. Click on "Button" in the Elements tab.
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  2. Customize your button by adding text and inserting a URL.
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