Document Settings

Set the branding of exported PDF documents, for your whole organization or for yourself.

The branding of your exported PDF clinical notes, care plans, and meal plans is set under Settings → Documents. What you see there depends on your role and on what your organization chose.

Which Branding a PDF Uses

Every PDF you export uses one branding:

Your organization requires its branding — Every member's PDFs use it, the owner's and the admins' included.
Your organization lets members choose — Your PDFs use the organization's branding, unless you choose your own.
Your organization has no branding yet — Your PDFs use your own branding, or Meelio's defaults if you haven't set any.

Your own branding is kept in your account, not on one computer, so it follows you to another device. If you set up branding on your computer before version 1.2, it was kept as your own branding.

A change an owner or admin saves applies to the next PDF you export.

For Owners and Admins

Owners and admins see two tabs: Organization, for everyone's branding, and My documents, for their own.

To set your organization's branding:

Open the Organization tab.
If it says "No organization branding yet.", click Start from my current branding or Start from Meelio defaults.
Under Member branding, choose:
- Required for everyone — Every member's PDFs use this branding. Members can't change it. This one is selected until you change it.
- Members can choose — Members start with this branding and can use their own.
Choose the branding options.
Click Save organization branding.

Nothing changes until you save. Discard goes back to what was saved, and if you change tabs with unsaved changes, Meelio asks first.

For Members

What you see depends on what your organization chose:

Required for everyone — You see "Your organization sets document branding for everyone." and a read-only summary of the branding, marked "Managed by owners and admins.", with who last updated it. To have it changed, ask an owner or admin.
Members can choose — Under Your PDFs use, choose Organization's branding or My own branding, then click Save my document settings.
No organization branding — You set the branding options for your own PDFs and click Save my document settings.

Your own branding is kept while your organization requires its own, so you can use it again if your organization later lets members choose.

Branding Options

The options are the same for your organization's branding and for your own.

Appearance

Document theme — The typography and heading style of exported documents:
- Refined — A modern, polished layout that mirrors the in-app rendering of artifacts.
- Classic — A traditional, clean document format.
Branding — Which logo and branding appears in PDF exports:
- Meelio — Only Meelio branding is shown.
- Practice only — Only your practice logo and name are shown.
- Practice + Powered by Meelio — Shows your practice branding with a subtle "Powered by Meelio" footer.
Header layout — Classic, Modern Minimal or Accent Header Block. This applies to documents, not meal plans.
Show organization name — Display the organization name (from Practice Settings) in the document header.

Logo

These options appear unless Branding is set to Meelio.

Logo — Drop a PNG, JPG or SVG file on the upload box, or click it to choose one. Meelio resizes it, and the result can be up to 500 KB. If a logo is refused when you save, you see "This logo can't be used: PNG or JPEG up to 500 KB."
Logo position — Left or Right of the document header.

Accent color — Pick a swatch or enter a color code. It's used for headings, horizontal lines, and other highlights in the PDF.
Footer text — Text such as "Confidential Medical Document" or your practice's website. Leave it blank to use the default footer for the branding.

Preview

As you change the options, a preview shows how your PDFs will look.

On larger screens, the preview appears on the right side of the page.
On smaller screens, click the Preview button in the header to view the document.

Starting Over

Click Restore Meelio defaults to fill the form with Meelio's defaults. Like any other change, it applies once you save it.