SOP Template Customization

Customize the structure and branding of generated SOPs.

Customize the structure and branding of all generated SOPs to match your organization's documentation standards.

1
Go to Org Settings (bottom of the left sidebar) → scroll to SOP Template.
2
Click Edit Template to open the customization interface.
3
Upload a sample SOP (optional) — the AI will analyze your existing template and match its style, formatting, and section structure.
4
Customize branding: upload your company logo, set heading colors and accent colors.
5
Configure sections: enable or disable default sections, edit section titles, and modify the AI instructions that control what content is generated for each section.
6
Click Save Changes. All future SOPs will follow this template.
SOP template editor
SOP template editor with branding, section configuration, and AI instruction customization.
Org settings
Organization settings with logo upload and naming.

You can also configure your organization name and logo under Org Settings → General. This logo will appear in the top-left corner of the platform for all users in your organization.

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