Information to record
Use these prompts to agree the record for your project. Keep the answers and their source references together; leave an unknown value explicit rather than filling it with an assumption.
- Issuing organisation
- Identify the organisation responsible for the report.
- Authorised logo
- Use the approved asset and version.
- Layout expectation
- Record the agreed placement and proportions.
- Platform and export
- Identify the device and output reviewed.
- Review result
- Note missing, stretched or incorrect branding.
Checks for this task
- Open an exported sample rather than judging the editor alone.
- Check the correct organisation asset is used by the authorised account.
- Keep Canopy branding and organisation branding consistent with the supported report layout.
A worked example
Illustrative example, not a client case: An organisation reviews a sample PDF containing its logo and Canopy branding. The reviewer checks proportions and identity, then checks an export from the other intended platform before issuing client work.
Scope and limits
This is a branding review aid; the actual layout depends on the supported report and account configuration.
Use the worksheet
The download contains the prompts and checks above with space for your project notes. It is a plain text document you can edit in a text editor or copy into your project brief. It contains no client information and does not run calculations, import records or change an account.
Continue the workflow
Prepared by Canopy.