Adding Logos to Documents Using Section Templates

You can use section templates to easily include a logo within multiple documents to give them a branded look and feel. These templates can be particularly useful in instances where the document content can be reused within multiple documents created across your organization.

Section templates will allow you to update the logo across multiple documents if branding changes. For more information on updating and republishing section templates, see Managing Document Templates.

Note:

Adding logos to documents using section templates can only be utilized for documents created in the OneTrust builder.

To create a new section template with the logo

  1. On the Policy menu, select Setup > Section Templates.

    The Section Templates screen appears.

  2. Click the Add New button.

    The Add Section modal appears.

  3. Complete the fields. For more information, see Add Section Modal Reference.
  4. Click the Add button.
  5. On the Section Details screen, click the Insert Image icon.

  6. Upload the logo image by dragging and dropping the image to the section template or by uploading the file directly from your computer.
  7. Select the image and click the Align Center icon.

  8. Click the Save button.

  9. Click the Publish button.
    The Publish Section modal appears.

  10. Click the Publish button.

Add Section Modal Reference



Field
Description
Section Name

Enter a generic name for the section template. For example, you can use Top of Page or Section Logo.

Section Description Optional

Enter a brief description of the section template.

Default Language

Select the default language in which the section template content will be provided.

Section Template Type

Select the template type.

Show Section Header

Disable this setting so that the section header is not shown in the document.

To add the section template with logo to a document

  1. On the Policy menu, select Standards, Policies, Procedures, or Privacy Notices.

    The document list screen appears.

  2. Open a document with a current published version and no draft.
    Note:

    If there is a draft version on the document, reach out to the Policy Owner or the user who created the draft and ask if they would like the section template with logo added at this time. This is to avoid overwriting current edits on the document.

  3. Click the Create New Version button.
    The Document Details screen appears.

  4. Click the Add Section button on the Content pane.
    The Add Section modal appears.

  5. Select Create from Section Template.
  6. In the Select Section Template field, select the section template you created with the logo.
  7. Click the Add button.
  8. Drag the new section to the top of the Content pane.

  9. Click the Save button to save your changes without publishing the document.
    Click the Publish button to publish a new version of the document.

  10. Choose Minor or Major for the version type. This selection should be agreed upon with the Policy Management Team.
  11. Enter a description of the changes.
  12. Click the Publish button.

To confirm the document changes

  1. On the Policy menu, select Standards, Policies, Procedures, or Privacy Notices.

    The document list screen appears.

  2. Open the document in which you added the logo.

    The Document Details screen appears.

  3. On the versions pane, click the Context Menu icon.

  4. On the Context menu, select Preview.
    The Preview screen appears.

  5. Click the Close button to close out the Preview screen.