Brand Editor Steps Overview

Updated October 31, 2026 176 views

Brand Editor Steps Overview

The brand editor guides you through setting up a complete brand identity in organized steps.

The Four Steps

Step 1: Basic Information

  • Brand name and description
  • Visibility settings
  • Associated domains

Step 2: Brand Guide

  • Upload brand guide PDF
  • AI Install from guide
  • Auto-extract brand data

Step 3: Visual Identity

  • Logos (all types and variants)
  • Colors (digital and print)
  • Typography/Fonts

Step 4: Media and Assets

  • Images and videos
  • Headshots
  • Icons and patterns
  • Digital and print assets

Step 1: Basic Information

Brand Name:

  • How your brand is identified
  • Used throughout the platform

Description:

  • Explain your brand
  • Help users understand purpose

Visibility:

  • Private: Only you can see
  • Public: Available to others

Domains:

  • Associated email domains
  • Auto-access for domain users

Step 2: Brand Guide

Upload PDF:

  • Drag or click to upload
  • Max 20MB file size
  • PDF format only

AI Install:

  • Parses brand guide
  • Extracts colors, fonts, guidelines
  • Auto-populates brand data

View Guide:

  • Preview uploaded PDF
  • Browse all pages
  • Reference while editing

Step 3: Visual Identity

Logos Section:

  • Digital and Print categories
  • Logo, Wordmark, Mark types
  • Multiple variants per type

Colors Section:

  • Digital and Print tabs
  • Primary, Secondary, Tertiary
  • HEX, RGB, CMYK, Pantone
  • Gradient support

Typography Section:

  • Primary font
  • Secondary font
  • Font weights

Step 4: Media and Assets

Categories:

  • General
  • Headshots
  • Icons
  • Patterns & Textures
  • SVG Taglines
  • Digital Assets
  • Print Assets

For Each Category:

  • Upload images
  • Upload videos
  • Name assets
  • Edit with AI

Navigation Tips

  1. Steps are sequential but flexible
  2. Jump to any step anytime
  3. Changes auto-save
  4. Complete all relevant sections
  5. Review before finishing

Completion Checklist

For a complete brand:

  • [ ] Name and description set
  • [ ] Brand guide uploaded (if available)
  • [ ] Primary logo uploaded
  • [ ] Core colors defined
  • [ ] Fonts specified
  • [ ] Key assets uploaded

Saving Your Work

  • Changes save automatically
  • Look for save indicators
  • Refresh to confirm saves
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