Workflow 01
Entity Creation and Management
Clients and Office Assistants establish a new entity, then configure its branding, templates, and profile so every later document generation carries the correct identity and source context.
- 01Create entityRegister a new company or organization to begin managing it as an independent entity.
- 02Configure brandingUpload logos and set entity-specific colors and fonts to enforce visual identity rules.
- 03Upload templatesStore PowerPoint templates and Slide Masters for reuse across future document generation.
- 04Maintain profileKeep the entity profile current as the context source for report and presentation generation.
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