Corporate Design Initial Setup

The functionality Corporate Design applies a uniform layout to a series of documents. In order to reduce the setup effort and to obtain directly usable documents, you must carry out the following steps:

Execute the function Initialize in the ProBatch 365 Base Corporate Design Documents Setup page. This sets up a common standard layout. > [!NOTE] > Please be aware, that even the first time the function is used, it will ask to overwrite existing setups, because some initial data is added during the App installation.
Call up the page Company Information, maintain address and communication data and upload a company logo.
Go to the page Bank Accounts and enter a 1 in the field Document Output Sorting in one of the bank accounts. Enter a 2 in the field in a second bank account. Those two bank accounts are then printed in the footer of the documents.
Call up the Page CD Rec. Extensions and enter the name of the CEO or managing director in the column Value of the Variable _CEO_Value. This name will be printed in the footer of the document as CEO.
Go to the Permission Sets page and assign the PB365 BASE CD READ permission set to all users who should print or send documents.

As soon as these steps are completed, you can print and send uniformly designed documents.