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Brand modules

Brand Guidelines

How to manage and share brand guidelines documents.

The Brand Guidelines module gives clients a clear, prominent starting point when they open a portal. It appears as a featured card above the rest of the asset library — the first thing a visitor sees after the portal header. Use it to surface your most authoritative brand reference document, whether that's a formal PDF standards guide, a Figma component library, or a concise written overview.

Three formats for brand guidelines

boveDAM supports three ways to attach brand guidelines to a portal. You can use any one of them, or combine formats within the same module.

PDF attachment

Upload a PDF directly to the portal. The card displays the document title and a download button. Clients can download the file without leaving the portal. This is the right format for formal brand standards documents, style guides, and print-ready reference PDFs.

Example: a 48-page brand identity manual exported from InDesign, covering logo usage rules, color system, typography scale, and photography direction.

Figma URL link

Paste the URL of a Figma file, prototype, or component library. The card displays the Figma icon and a button that opens the link in a new tab. This is appropriate when your brand system lives in Figma and you want to point clients directly to the source.

Example: a link to a shared Figma library containing the complete component set, token definitions, and motion guidelines for a design system.

Inline rich text

Write directly in the module using the built-in rich text editor. Supports headings, bold, italic, lists, and links. Use this for a brief brand overview, a note explaining the structure of the portal, or any brand guidance that doesn't require a separate document.

Example: a short paragraph explaining the three core brand pillars, followed by a bulleted list of the most important do's and don'ts.

Who can edit brand guidelines

The Brand Guidelines module can be edited by workspace Editors and Owners who have access to the portal. Viewers — including clients — cannot edit the module content. They can download attached PDFs and open Figma links, but the module itself is read-only from their perspective.

To make changes, open the portal in edit mode and click the pencil icon on the Brand Guidelines card. From there you can swap the format, update the PDF, change the Figma URL, or edit the rich text content.

What the client sees

When a client opens the portal, the Brand Guidelines card appears prominently at the top of the page — before Logos, Colors, Typography, or any other module. The card's visual weight signals its importance. Depending on the format:

  • PDF: A card with the document title and a "Download" button
  • Figma link: A card with the Figma icon and an "Open in Figma" button
  • Rich text: A card with the formatted text rendered inline

The client does not see editing controls, format labels, or any internal metadata. The experience is intentionally clean.

Configuring visibility and order

If you want to hide the Brand Guidelines module temporarily — for example, while updating the guidelines document — you can toggle its visibility in Settings → Brand structure without deleting the content. The module data is preserved and can be re-enabled at any time.

See Brand structure settings for details on reordering and hiding modules.