Changing logo and title in a smart document

🎯 Objective

Learn how to change the logo and title in smart document templates so that all new documents are generated with this customization.
 

This article contains the following sections:
 

• How to change the logo and title in the template?
• Guided tour for changing the logo and title in the template
• Frequently asked questions
   

🛠️ How to change the logo and title in the template?
 

Follow these steps:
 

1. Access the left side menu and click on Settings.
2. Then, select My templates.
3. Locate the smart template you want to change.
4. Click on the template name to open it.
5. At the top, locate the logo and title area.
6. Click on the logo or title to edit them.
   
   
   
   
7. For the title, type the new desired text.
8. For the logo, upload the image with the new logo (preferably in PNG format with a transparent background).
9. Save the changes to the template. ✅
    

Important: this change affects all documents generated from this template from the moment of editing.
 

🔍 Guided tour for changing the logo and title in the template

❓ Frequently asked questions

• What is the difference between changing in the template and in the document?
  By changing in the template, all new documents created from it will already feature the customized logo and title. Changes made directly in the document only impact that specific case.
   
• If I don't change anything, what appears?
  Documents use the default logo and title originally defined in the template.
   
• Who else sees this change?
  Everyone who accesses documents generated from the template will see the new title and logo. 👀