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Marketing Co-Brand AI Studio — User Guide

How to build templates, place logos, and automatically generate co-branded documents for your partners in EULER.

Written by Marcel Dordan
Updated over a week ago

⚠️Beta Feature: The Co-Brand Studio is currently only available to companies with the AI Co-Brand beta feature enabled.

Overview

The Co-Brand Studio allows you to upload any PDF, designate a logo placement, and automatically generate branded versions for your partners.

Who

Where they see it

Key Actions

Company (You)

Content → Cobrand Content

Create templates, select partners, monitor status.

Partners

Partner Portal → Content tab

View and download branded documents.


Part 1 — Getting Started

Accessing the Studio

Navigate to the Content section and click the Cobrand Content button in the top-right of the Ungrouped Content area.


Part 2 — The Co-Brand Flow

The process follows a logical 7-step path to move from a raw file to a distributed asset.

Dashboard → Upload PDF → Logo Placement → Save Template → Partner Selection → Generation → Download

Step 0 — Dashboard

Your command center. From here, you can start a New Template, edit/delete existing ones, or manually upload logos for partners currently in a "waiting" status.

Step 1 — Upload PDF

Upload your base document (PDF, PNG, JPG up to 50 MB). This is the clean version that will serve as the foundation for all partner branding.

Step 2 — Logo Placement

Define the "drop zone" for partner logos.

  • Presets: Use quick-alignment buttons for corners or centers.

  • Fine-tuning: Adjust the border radius (0–50%) for a custom look.

  • Global vs. Local: Toggle Apply to all pages or set unique spots per page.

  • Validation: Use View all pages to ensure the logo doesn't obscure vital text.

Step 3 — Save Template

Once saved, the template appears in your Co-Brand Studio dashboard and your main Content section (tagged with co-brand: template).

Note: Back-navigation is disabled after saving to protect the configuration

Step 4 — Partner Selection

Choose which partners receive the document.

  • Select all with logo: One-click selection for all ready partners.

  • Missing Logos: You can Upload manually or click Notify partner (triggers a logo request email with a 7-day cooldown).

Step 5 — Generation

The Studio automatically embeds partner logos and syncs the files.

Automation: Partners without logos are put on hold. Their documents will generate automatically the moment they upload a logo to their portal.

Step 6 — Download

Review the results and download individual files or a bulk ZIP archive.


Part 3 — Viewing Content (Company Side)

All output is automatically organized in your Content section with specific tags:

Tag

Meaning

co-brand: template

The base unbranded template.

co-brand: generated

A finished, partner-specific PDF.


Part 4 — The Partner Experience

Partners access their documents through the Content tab in the Partner Portal.

  • If Ready: The document is visible with a co-brand: generated tag.

  • If Pending: Partners see a co-brand: pending indicator. Clicking it prompts them to upload their logo in Settings → Company Info.

  • Instant Gratification: Once a partner saves their logo, the document generates in the background and appears in their feed almost immediately.


Part 5 — Auto-Generation on Logo Upload

The Studio is "always on." If a partner uploads a logo via an email link or their settings:

  1. Euler notifies the Studio.

  2. The Studio finds all Pending documents for that partner.

  3. It generates and syncs the PDFs automatically across all active templates.


Part 6 — Reference Tables

Content Tags

Tag

Visible To

Purpose

co-brand: template

Company

The "Master" file.

co-brand: generated

Both

The final branded asset.

co-brand: pending

Partner

Place-holder until logo is provided.


🛠 Troubleshooting

  • Missing Partners? Refresh the Dashboard to trigger a fresh fetch of your partner list.

  • Need to Edit Placement? Coordinates are locked once saved. Create a new template for the new placement and delete the old one.

  • "Notified" Status: If a partner is marked as notified, you cannot send another email for 7 days. However, you can always manually upload a logo for them.

  • Isolated Errors: If one partner's PDF fails to generate, the rest of the batch will still process normally.


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