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Brand controls

Guidelines ask. Controls enforce.

Brand controls and template locks

The section holds two separate mechanisms: brand controls, which restrict what may be used, and template locks, which freeze parts of a specific template.

The Create Control dialog

A control has a type — font restriction is the one shipped first, described as restricting which fonts can be used — an optional name, a list of allowed items, and an enforcement level.

The allowed-items rule is stated plainly in the dialog: leave it empty to allow everything, and selecting some makes the rest a violation. So a control does nothing until you name what is permitted.

Level Behaviour
Strict Blocks usage completely
Warning Shows a warning but allows usage

Start with Warning. A strict control on a brand that is still settling produces support requests rather than compliance, and the warnings tell you where the rule is actually biting before you make it absolute.

Move to Strict for the handful of rules that genuinely cannot bend — usually the logo and the primary typeface.

The Add Lock dialog with its five lock types

A template lock freezes part of a specific template so it cannot be changed by accident. Locks apply to Forms and Documents templates.

A lock names a Template ID — the UUID of the template — and an Element ID, the identifier of the element within it, then picks which kinds of change to prevent.

Lock type Prevents
Position Moving the element
Size Resizing it
Content Editing its content
Style Changing its styling
Delete Deleting it

The five are independent. A letterhead logo usually wants position, size, and delete locked while content stays editable; a legal footer wants content and delete locked and nothing else.

Note that locks are set by typed identifier rather than by picking a template from a list, so you need the IDs to hand before you start.

Brand guidelines is where the reasoning behind a control belongs. Versions and history records who changed what.