New: Create digital Brand Guidelines using a new WYSIWYG editor

You can now write digital brand guidelines in Brandkit using a new dedicated Guidelines creation workflow —that offers a WYSIWYG/Markdown editor (no HTML skills needed), easy image insertion, and new ‘Guidelines’ Asset Type.

Then use our Guidelines Smart Section in the CMS page editor to organise those guidelines in a document like structure on the page.

This new way of producing Brand Guidelines essentially atomizes the traditional monolithic document into separate individual rules or guidelines. Then those individual guidelines are assembled into a single web page - akin to a document - but with several advantages.

Advantages over traditional approaches

• Single source of truth for your guidelines
• No more potentially out-of-date copies of PDF or printed documents out in the world.
• No more sending out new version updates
• No more printing costs
• Lower designer/agency costs typically
• Editable in real-time
• Always up to date
• Individual guides are search-able - saving time.

How to create a Guideline

In Admin

1. Click the + Add button (top right)
2. Select the Guidelines option/workflow
3. Enter the title, body, and summary
4. Click Save and add metadata
5. Add metadata, such as Tags, change the vault if needed, etc. (Guidelines many of the same attributes as other Asset types).
6. Once you are happy - Approve the Guidelines Asset to publish. Remembering that a Draft Asset won’t appear in the Portal

How to assemble guidelines and publish a Brand Guidelines page in your Brandkit

Create a new page

First we need to create a Brand Guidelines page in the CMS.

1. In Admin
2. Click CMS on main menu (left)
3. Click Portal
4. Click + New Page
5. Name the page brand-guidelines (or similar)
6. Add a section - select the Guidelines section type
7. Give the section an ID name - such as ‘guides’
8. Optionally give the section a class name or names for CSS targeting
9. Select an Album. Default is No Album - meaning all approved Guidelines, but you can organise your Guidelines into albums/collections if you prefer (e.g. Corporate Identity, Social Media Guidelines, etc)
10. Select a Layout option - Collapse, Columns or List.
11. Choose a sort order for your Guidelines
12. Choose visibility options
13. Save
14. Preview and edit as necessary.

All your approved (aka Published) individual Guidelines are automatically included in the Smart Section (provided the default No Album option is selected).

Adding a Brand Guidelines menu item

You may also want to add a Brand Guideline menu item in the main navbar to wire up th your new Brand Guidelines page. You can add this in the Portal Layout via the CMS using standard HTML

e.g. add a line to the navbar layout along the lines of:

<a href="/brand-guidelines" title="See our Brand Guidelines">Brand Guidelines</a>

Tip: You don’t necessarily need a custom page for your Brabd Guidelines if you don’t want to. You can just link your menu item to a search for the Asset Type: Guideline

e.g.

subdomain.brandkit.com/?type=guideline

Making changes

Want to Edit an individual Guideline - just navigate to the Guideline in Admin > Assets > and click Edit.

Want to edit the order of Guidelines, or the Brand Guidelines page style, find the page in the CMS and edit page.

Want to remove an individual guideline -just Archive it or Unapprove it.

Like a normal Asset in other ways

Guidelines have tags and and respect Vault visibility permissions like any other Asset. So if you have individual Guidelines that should only be visible to your Staff for instance, just add the individual Guideline to a Vault that only your Staff can see.

Notify users about changes

Because individual guidelines are now Assets, you can now easily notify users about changes or updates to your guidelines.

No need to distribute a copy of your whole Brand Guidelines document again - just let users know there is an update and they’ll get a link to see the changes to the individual guidelines directly in your Brandkit.

Just select the individual guideline (or multiple guidelines) and then the Share button.

Then Share again and select the users you want to send it to.

Easy.