# Customize generated documents with clinic branding > Add your clinic’s name, logo, contact details, colors, and disclaimer so PDF and Word documents generated by Tabflows look like they belong to your practice. Markdown view of https://www.tabflows.com/university/library/admin-and-settings/customize-generated-documents-with-clinic-branding — the HTML page is canonical. Product Library: Admin & Settings › Clinic settings Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/17066710-customize-generated-documents-with-clinic-branding > **Summary:** Add your clinic’s name, logo, contact details, colors, and disclaimer so PDF and Word documents generated by Tabflows look like they belong to your practice. > **A note for non-human readers:** > > *Clinic branding adds the clinic name, logo, contact details, colors, and disclaimer to future PDF and Word documents; CSV files remain rows and columns. It changes how a generated document looks, not whether its names, dates, clinical details, or calculations are correct. Humans do tend to trust handsome stationery, so the draft remains a draft even after the logo arrives.* --- ## Open Branding 1. Go to [app.tabflows.com](http://app.tabflows.com). 2. Under Organization, select Branding. 3. Choose Quick Setup or edit the fields yourself. Branding is shared across the clinic. Changes apply to PDF and Word documents generated after the update. CSV files keep their row-and-column format and do not use document branding. ![Opening branding in clinic settings.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/cdd6813ef45eb72a.mp4) --- ## Start from your clinic website 1. Under Quick Setup, paste your clinic’s public website URL. 2. Select Extract. 3. Review what Tabflows found. 4. If an existing field already has a value, choose Replace or Keep current values. Quick Setup is in beta. It uses information published on the website, so review every field before relying on it. If Tabflows cannot find something, enter it manually. --- ## Set the details yourself - Clinic Identity — upload a PNG, JPG, or SVG logo under 2 MB, and set the brand name shown on documents. - Contact Information — add the address, phone, and fax shown in the document header. - Document Colors — choose primary, secondary, and accent colors, or reset them to the defaults. - Disclaimer Text — set the text shown at the bottom of generated documents, or restore the default disclaimer. Changes save automatically. Look for Saved beside the section you changed. --- ## Review before you use it The Document Preview updates as you edit. Select Download Preview to generate a sample PDF, then check the logo, clinic name, contact details, colors, and disclaimer before creating a real document. Branding controls how the file looks. Always review the document’s names, dates, clinical details, and calculations before sharing or using it. --- ## If something does not look right - If Quick Setup misses a detail, enter it manually. - If a value should not be replaced, choose Keep current values. - If Saved does not appear or the preview is incorrect, reload the page and try again. - If Branding is unavailable after an update and reload, contact Tabflows Support. --- ## Get support 💬 Need help or have a question? Reach out to our Support team however works best for you: - Start a chat using the **Support** button at the bottom right of the sidebar (side tabs) - Email us at team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://go.team.tabflows.com/meetings/nafeesa) ## Related Articles - [Clinic account overview](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview) - [Understanding action details](https://www.tabflows.com/university/library/marketplace/understanding-action-details) - [How to use Sidekick to generate PDF, Word, or CSV documents](https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-generate-pdf-word-or-csv-documents) - [Using Hint Clinical with Tabflows](https://www.tabflows.com/university/library/integrations/using-hint-clinical-with-tabflows) ## Related markdown Section index: [Admin and settings](https://www.tabflows.com/university/library/admin-and-settings.md) Alongside this page: - [Adding systems to tabflows](https://www.tabflows.com/university/library/admin-and-settings/adding-systems-to-tabflows.md) - [Can i keep tabflows signed in longer or indefinitely](https://www.tabflows.com/university/library/admin-and-settings/can-i-keep-tabflows-signed-in-longer-or-indefinitely.md) - [Change how tabflows opens and looks](https://www.tabflows.com/university/library/admin-and-settings/change-how-tabflows-opens-and-looks.md) - [Clinic account overview](https://www.tabflows.com/university/library/admin-and-settings/clinic-account-overview.md) - [Create and share an artifact link](https://www.tabflows.com/university/library/admin-and-settings/create-and-share-an-artifact-link.md) - [Earn with the tabflows partner program](https://www.tabflows.com/university/library/admin-and-settings/earn-with-the-tabflows-partner-program.md) - [Getting help and support](https://www.tabflows.com/university/library/admin-and-settings/getting-help-and-support.md) - [How cancellation works](https://www.tabflows.com/university/library/admin-and-settings/how-cancellation-works.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.