Open CAPPS

Customize the appearance of your documents

Version 2026.11 Reading time: 4 min Permission required: Company / branch configuration and Customize documents (owner and administrators by default)

The CUSTOMIZE tab of Company preferences gathers everything that sets the appearance of your PDF documents: template, logo, colors, style and background, with a preview updated at each change.

Open the customization workshop

  1. Check at the top of the screen that you are in the right branch: the customization applies to the selected branch.

  2. In the side menu, click Company preferences.

  3. Open the CUSTOMIZE tab. CAPPS shows Loading print settings…, then the workshop.

The workshop has three parts:

  • on the left, the settings: Print profiles, Template and logo, Colors, Document style and Background;
  • in the center, Placement on the page, to move the logo and the background image;
  • on the right, the Preview of the current settings.

If loading fails, CAPPS shows Unable to load the saved settings and specifies that nothing has been changed. Check your connection, then click Retry.

Switch to edit mode and save

The workshop opens in Read only mode: the settings are visible but cannot be changed.

  1. At the bottom of the screen, click Edit profile. The bar shows Edit mode activated.

  2. Make your changes. The preview updates, but nothing is saved yet: CAPPS reminds you Save to apply permanently. Otherwise the previous settings remain in effect.

  3. Click Save in the Print profiles block, or Save at the bottom of the screen, then Save.

  4. The Configuration saved message confirms the save; the bottom bar shows Saved at followed by the time.

To cancel your changes, click Save at the bottom of the screen, then Discard: the last saved settings are restored.

Preview the result

The Preview of the current settings shows Updating preview… while it is being calculated, then Updated automatically. Use the Zoom in and Zoom out buttons to enlarge or reduce, and Print PDF to check the result on paper.

Leave with changes in progress

If you leave the workshop (template gallery, header and footer, another screen) without saving, CAPPS asks: Some changes are not saved. What do you want to do before leaving?

  • Save: you leave the screen only if saving succeeds;
  • Discard: your changes are lost;
  • Stay: you return to the workshop.

If saving fails

If it fails, the bottom bar shows Save failed with a Retry button. If your images are too heavy, CAPPS refuses to save with the message Settings too large to be saved: reduce the size of the images (logo, partner logo, background image). Replace the image concerned with a lighter version, then save again.

If the CUSTOMIZE tab does not appear, ask your administrator for the Customize documents permission (see Adjust permissions with profiles). Drafts automatically receive the “DRAFT” watermark: see Preview, print and send a document.

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