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      Managing your brandable documents

      In this guide:

      Where to find saved documents

      Once a document is saved, it becomes accessible to all users within your organization. You can locate saved brandable files in three locations:

      1. Navigate through NaviStack: Access the Saved Documents section by clicking on NaviStack in the side navigation.
      2. Access via Vendor Portal: On the vendor portal landing page, find and click on My Saved Content.
      3. Within Brandable Content: While viewing brandable content, locate and click the downward arrow icon to reveal the Saved Files option.

      How to manage brandable assets

      Managing brandable assets (images) involves uploading and deleting.

      Delete assets

      Deleting assets removes them from future use but not from previously saved documents.

      1. From the list of Brandable Documents, click the desired document.
      2. Click the down arrow for My Assets.
      3. Click the 3-dots next to the asset.
      4. Click Delete.
      5. Confirm the deletion by clicking Yes.

      How to manage information

      Editing or deleting brandable information is only possible while viewing a document to be branded.

      Edit information

      Edits affect future use but not previously saved documents.

      1. From the list of Brandable Documents, click the desired document.
      2. Click the down arrow for Information.
      3. Click the 3-dots next to the information.
      4. Click Edit.
      5. Make the desired.
      6. Click the Save.

      Delete information

      Deleted information is removed from future use but not from previously saved documents.

      • From the list of Brandable Documents, click the desired document.
      • Click the down arrow for Information.
      • Click the 3-dots next to the information.
      • Click Delete.
      • Confirm the deletion by clicking Yes.

      How to manage saved documents

      View a saved file

      While in the document branding tool, you can view branded documents saved by anyone in your organization.

      1. From the list of Brandable Documents, click the desired document.
      2. Click the down arrow for Saved Files.
      3. Click the 3-dots next to the saved file.
      4. Click View File.

      Edit file name

        1. From the list of Brandable Documents, click the desired document.
        2. Click the down arrow for Saved Files.
        3. Click the 3-dots next to the saved file.
        4. Click Edit Name.

        Make the modifications and click Save Update. 

        Delete saved files

        You can only delete files that you have saved, not those saved by others in your organization.

        1. From the list of Brandable Documents, click the desired document.
        2. Click the down arrow for Saved Files.
        3. Click the 3-dots next to the saved file.
        4. Confirm the deletion by clicking Delete.