> For the complete documentation index, see [llms.txt](https://docs.santacruzsoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.santacruzsoftware.com/gemini-home/getting-started/quickstart.md).

# Quickstart for Users

Learn how to customize, preview, and complete a branding template or form job in under five minutes.

Customize your first BrandingUI asset, from selecting a job to downloading it or submitting it for approval.

***

## Customization Workflow

{% stepper %}
{% step %}

#### Choose an asset

Log in to BrandingUI and select a template, package, or form from the dashboard.

Select the asset thumbnail to open it.
{% endstep %}

{% step %}

#### Customize the design

Select editable text or images to update them. Your changes save automatically.

Available controls depend on the selected asset.
{% endstep %}

{% step %}

#### Check and finish

Review the layout and resolve text-overflow warnings. Download a proof if available.

Select <kbd>Finished</kbd> when ready. Jobs requiring approval are submitted for review. Other jobs complete immediately.
{% endstep %}
{% endstepper %}

### Available options

<details>

<summary>Choose an asset</summary>

On the home page, available options depend on your company's configuration:

* **Create Job from Template**: Choose a pre-designed template, such as a business card or flyer.
* **Create Job from Package**: Choose a package containing multiple synchronized digital sizes, such as standard social-ad sizing packs.
* **Create Job from Form**: Fill out a structured form that automatically populates an output design.

</details>

<details>

<summary>Edit your design</summary>

When you open an asset, BrandingUI loads the web-based template editor.

* **Text**: Double-click an editable text frame to rewrite its content. Your site may restrict fonts to predefined brand styles.
* **Images**: Select an image placeholder to replace it. Upload a local file, choose an organizational gallery image, or use connected cloud assets from Dropbox, Box, or Google Drive.
* **Backgrounds**: Some templates allow you to replace page backgrounds entirely.
* **Table Columns**: In table-enabled templates, add or remove columns. They automatically resize proportionally.
* **Package Artboards**: Digital packages can share content across output sizes. One edit updates every linked artboard.

If the workflow allows it, leave the editor and return to the unfinished job from **Jobs** or its Campaign.

</details>

<details>

<summary>Preview and complete a job</summary>

Before finalizing, the editor checks whether updated text overflows its container. It displays an overset-text warning when text is too long.

Select <kbd>Download Proof</kbd> if your admin enabled it, to generate a watermarked, low-resolution PDF proof.

When you choose <kbd>Finished</kbd>, the next action depends on the workflow:

* **Approvals required**: Enter a job name and reference. You may also select or verify assigned approvers. The job is submitted, and email notifications confirm approval or requested modifications.
* **No approvals required**: The job completes immediately. Download final high-resolution PDF, JPEG, or PNG files.

</details>

The available completion options vary by asset. A finished job may download in the browser, notify another recipient, transfer to an external service, create email output, or upload to a connected DAM.

## Next Steps

Once you are comfortable with creating jobs, learn more about how organizational logic governs your assets:

* [**Core Concepts**](/gemini-home/core-concepts/core-concepts.md): Explore the relations between Assets, Campaigns, and Jobs.
* [**Business Structure & Categories**](/gemini-home/core-concepts/business-structure.md): See how departments and categories organize which assets you can access.
* [**Campaigns & Jobs**](/gemini-home/guides/campaigns-and-jobs.md): Learn how to track assignments, approvals, completion, and reusable job conversions.


---

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