Create a Corporate Branding

In this tutorial you'll configure the branding applied to every PDF the platform generates: on-demand reports, scheduled reports, and reports produced by AI agents.

Prerequisites

You need:

• Company logo in PNG or JPG, max 2 MB.
• Corporate colors as 6-digit hex (e.g. #003366, #F8F8F8).
• ~10 minutes.

Step 1 — Upload the logo

The logo must be publicly accessible via URL (the PDF generator fetches it over HTTP).

Options:

• Public GCS: upload to the tenant bucket configured as public.
• External CDN: Cloudflare, Cloudinary, any host.
• Rela file storage: Files → Upload, mark as public. The resulting URL lands in your clipboard.

Verify the URL in an incognito tab — it must load the logo without asking for login.

Step 2 — Create the branding

1. Administration → Brands and Logos → New.
2. Name: "Corporate 2026" (human, descriptive).
3. Company name: "ACME Industries Inc.".
4. Logo URL: paste the URL from Step 1.
5. Header lines (one per line):

   Manufacturing Division
   Phone: +1 555 1234 5678
   acme.com

6. Right text: "Confidential".
7. Header background: #003366 (corporate blue).
8. Header text: #FFFFFF (white).
9. Footer background: #F8F8F8 (light grey).
10. Footer text: #666666.
11. Accent color (tables): #003366.
12. Font: Helvetica.
13. Footer text: "Report auto-generated by Rela AI".
14. Mark as tenant default: yes.
15. Save.

Step 3 — Verify with a test report

1. Data → Reports → New Report.
2. Title: "Branding Test".
3. Add a heading block + a dummy table.
4. Branding: leave blank (it'll use the default you just marked).
5. Generate.

Open the PDF:

• Header with blue background, logo, 3 text lines, "Confidential" on the right.
• Grey footer with the configured text.
• Tables with the corporate-blue header.

If something looks off, edit the branding and regenerate.

Step 4 — Additional brandings (multi-client)

If you're a service provider with several clients:

1. Create one branding per client: "Client Acme", "Client Beta", etc.
2. Do NOT mark them as default — only one can be the tenant default.
3. On each client's report (on-demand or scheduled), reference the specific branding_id.
4. The tenant default still applies to reports without an explicit branding_id.

Step 5 — Future rebrand

When the company refreshes its identity:

1. Edit the existing branding (don't create a new one — references would be lost).
2. Change logo, colors, text.
3. Save.

Future scheduled reports inherit the changes immediately. Historical reports keep the previous branding (they're frozen PDFs).

Limits

• One default branding per tenant. Marking a new one unmarks the previous.
• Logo must be a public URL. Behind auth → the PDF ships without logo.
• 6-digit hex colors. #FFF (3 digits) or red (name) are rejected.
• No gradients, shadows or background images. Solid colors only.
• Fonts limited to 3: Courier, Helvetica, Times.

See admin/brandings for the full parameter reference.