Note:Â This feature requires a Microsoft 365 Copilot license.
Brand kits without guidelines are just a collection of brand assets. Guidelines help define and govern usage of these brand assets to create on-brand artifacts that represent your organization well.
With the guidelines feature, you can:Â
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Make brand images, stories, and posters, look more personalized to your brand and improve brand adherence by following the styles defined in the guidelines.
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Make proper use of your brand assets such as logos, fonts, and icons.
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Use these guidelines for reviewing your presentations for brand adherence.
Add guidelines to your brand kitsÂ
Brand kit creation in Microsoft 365 Copilot is now even simpler with the new guidelines capability. The guidelines are used to automatically extract your brand information including color palettes, styles, brand voice, and rules related to all assets such logos, typography, colors, and more.
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In your browser, sign in at microsoft365.com and select Create from the left navigation menu.
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Select More and choose Brand kits.
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Create a new brand kit by selecting +New brand kit or open an existing brand kit.
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Select Add brand guidelines to upload your brand guidelines in pdf format. ​​​​​​​
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Copilot will automatically process your guidelines to extract brand assets and brand rules.
Note: If your kit already has color palettes, brand voice, or any of the above attributes, the uploaded guidelines will override the existing values.Â
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You can add your logo files, custom font files, templates, and images to your brand kit while the extraction is in progress.
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Once the processing is complete, the following information (if available in your uploaded brand guidelines) will be extracted:
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Color palettes & guidelines
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Brand styles & guidelines
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Brand voice
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Logo guidelines
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Typography guidelines​​​​​​​
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Review the extracted information and choose Save assets if everything is correct.
Note: If you don't save, you'll see the guidelines but they won't be available to others (official kits) or be used in artifact creation.Â
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Once saved, you can edit the guidelines or any other information extracted. To edit guidelines, select the Edit button on each guideline section, make the changes, and save.
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If you need to change your brand guidelines, you can edit individual sections or replace your guidelines with a new document.
Frequently asked questions
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How many pdf guidelines can be uploaded?
Currently, only one guideline document is supported. To add a new guideline document, you need to remove or delete the existing guidelines document.
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Is there a size limit to the pdf to be uploaded?
No
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How much time does it take to extract the guidelines from the pdf?
Depending on the size of the guidelines document, it may take a few minutes for the processing to be complete. The process runs even if you switch the session, so you can come back later to save the changes.
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Do I have to wait for extraction to be completed?
No, even if you close the session, the guidelines extraction will continue and all the extracted info will be saved as a draft until you choose Save assets. When you come back to the brand kit and extraction is completed, you will see Save assets option.
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Why am I unable to upload my brand guidelines?
​​​​​​​Make sure that the sensitivity label is set as General. Currently, only pdf documents are supported.
