Use Real Estate PDF logo branding
Understand the hook that can supply a Real Estate/company logo.
Before you start
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access.
Follow these steps
- Open the source record or configuration named in the route.
- Understand the hook that can supply a Real Estate/company logo.
- Verify the output for each company/broker/customer context.
- Generate, preview or save the required output and inspect its actual result.
Fields, rules and limits
- Verify the output for each company/broker/customer context.
- PDFs use the workspace company identity and local branding assets. A remote logo URL is not automatically fetched as a local PDF logo; check the generated file itself.
Check it worked
The actual output belongs to the intended workspace and source record.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Verify the output for each company/broker/customer context. PDFs use the workspace company identity and local branding assets. A remote logo URL is not automatically fetched as a local PDF logo; check the generated file itself.
Why is the record or action unavailable?
Use the relevant record permission. Workspace mail, branding and API configuration require administrative access. Check the current company and record relationship before requesting additional access.