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Assets

Overview​

Assets are images and files you can use in your document templates. Upload logos, signatures, product images, and more for easy reuse across templates.

Supported File Types​

Images​

  • PNG (recommended for logos)
  • JPEG/JPG (photos)
  • GIF (simple graphics)
  • SVG (vector graphics)
  • WebP (modern format)

Documents​

  • PDF (for embedding)

Uploading Assets​

Single Upload​

  1. Click Upload Asset
  2. Drag and drop or click to select files
  3. Add a name and optional description
  4. Click Upload

Bulk Upload​

  • Drag multiple files at once
  • Each file becomes a separate asset

Using Assets in Templates​

From Asset Picker​

  1. In the template designer, select an Image component
  2. Click Select from Gallery
  3. Browse or search for your asset
  4. Click to insert

By URL​

Copy the asset URL and paste into:

  • Image component source
  • Variable default value
  • API request data

Asset Organization​

Folders​

Create folders to organize assets:

  • By project
  • By type (logos, signatures, etc.)
  • By client

Search & Filter​

  • Search by name
  • Filter by file type
  • Sort by date or name

Asset Actions​

  • Preview - View full-size image
  • Edit - Update name/description
  • Copy URL - Get direct link
  • Delete - Remove from library

Best Practices​

  • Use descriptive names
  • Optimize images before upload
  • Use PNG for logos with transparency
  • Keep file sizes reasonable (< 5MB)
  • Organize with folders for large libraries