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Co-marketing stalls when every partner needs a one-off design with their logo dropped in. A co-branded asset solves that: you upload one PDF with form fields for the partner’s name and logo, publish it like any other asset, and each partner gets their own copy the moment they open it. This guide takes you from building the PDF to publishing it in an Asset Hub, plus the optional bulk run for when the copies need to exist upfront.

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What you’ll achieve

A single co-branded PDF in your library that every partner opens as their own personalized, on-brand copy, with no per-partner work from your team. Your branding stays fixed; only the partner name and logo change per copy.

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Before you start

1

Prepare a PDF with co-branding form fields

Build your PDF as a form whose fields are named for the partner details to merge, a partner name field and a partner logo field. Introw recognises these field names and fills them per partner; everything else in the PDF stays fixed as your branding.
2

Confirm partner branding is captured

The merge pulls each partner’s name and logo from their record. If a partner has no logo, Introw falls back to a logo resolved from their domain, and to a lettermark if none exists there. Capture real logos first for a fully co-branded result: upload a square image around 200×200 on the partner record. The logo is scaled to fit inside your PDF’s logo field and keeps its shape, so size that field for a square mark unless your partners’ logos are all wide.
3

Confirm permission to manage content

You need write access to assets to upload the template.

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Steps

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Create the co-branded asset

1

Upload the PDF to the library

Go to Assets and upload your co-branding PDF as a file. It lives in the Asset Library alongside the rest of your content, with the same access controls.Upload it as a new asset rather than replacing the file on an existing one. Introw reads the form fields on first upload, so a replaced file is never picked up as a co-branded template.
2

Confirm the co-branding fields

Open the asset and check its detail panel. Introw reads the PDF form fields and lists what it will personalize under Co-Branding fields:
  • Partner name - the text field that will be filled with each partner’s name.
  • Partner logo - the image field that will be filled with each partner’s logo.
If a field you expected is missing, the PDF’s form field is not named in a way Introw recognises; rename it in the source PDF and upload it again as a new asset. Anything that is not a co-branding field stays exactly as you designed it, so lock in your branding by leaving it as static PDF content.
An asset open beside the library with its type, access and language settings - the panel where a PDF's co-branding fields are confirmed before partners generate their own version.

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Publish it to partners

This is all it takes. Partners get their co-branded copy on open, so the template goes out like any other asset.
1

Add it to an Asset Hub

Add the asset to a regular Asset Hub in a portal experience, in whatever folder fits your enablement structure. You do not need a partner-specific hub.
2

Publish the experience

Publish so partners see the hub. Set the asset’s visibility first if only some segments should get it.
When a partner clicks the asset in the hub, Introw generates their co-branded copy right then, merges in their name and logo, and shows them that copy to preview and download. The copy is saved to their assets and reused every time they open it, so each partner is generated once. Nothing changes for you: you manage one template, and the per-partner versions take care of themselves.
This works on any path that opens the asset in a partner context, not only the Asset Hub: an asset link you share, an asset attached to a task, or an asset embedded elsewhere in the portal.

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Optional: generate copies upfront

Pre-generate copies when they need to exist before a partner opens the template, for example to attach them to a task, mail them out, or list them in a partner-specific Asset Hub.
1

Open the generate dialog

With the asset open, use the Generate for your partners action to open the Generate co-branded assets dialog.
2

Choose the partners

Decide the audience for this run:
  • All partners - generate a copy for every partner at once. Use this for broadly relevant collateral.
  • Selected partners - pick specific partners from the selector when only some should receive it, for example a campaign aimed at one tier or region.
3

Generate

Introw creates one personalized PDF per partner. Each copy is saved as a partner-specific asset under Partner Assets in the library and on that partner’s assets page, so it belongs to that partner and no one else. Any partner whose PDF could not be produced is reported back so you can fix the source and retry.
This run does not check for copies that already exist, so partners who have already opened the asset get a second copy. Pre-generate before you publish, not after.

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Verify it worked

Open the portal as a partner and click the asset in the hub: it shows your fixed branding with that partner’s name and logo merged in, ready to download. Back in the library, the same copy now appears under Partner Assets and on that partner’s assets page, and no other partner can see it.

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What your partners experience

Partners browse the hub and open what looks like a normal asset. What they get is their own version, with their logo and details already merged into the template you control, ready to download and use. There is no request, no waiting, and nothing to configure, so the template you set up here becomes on-brand collateral the whole program self-serves on demand.

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Generate co-branded versions with AI

The portal flow above is not the only way partners co-brand. Because the asset lives in the governed library, a partner can pull it straight into their own AI assistant over Introw’s MCP server and ask the agent to generate a co-branded version, recomposed with their branding and voice rather than just stamped with a logo, and exported in whatever format they need (PDF, DOCX, JPEG). This is the agentic co-branding motion: partners (and their agents) turn your enablement into ready-to-use, fully co-branded collateral without a design request or a portal login. It ships as drop-in Claude Code skills, one for your team and one for partners.

Co-branded Collateral Generator

Vendor skill: generate per-partner co-branded PDF, DOCX, or JPEG at scale.

Co-brand My Collateral

Partner skill: self-serve fully co-branded assets across every vendor portal.

Add and configure an Asset Hub

Surface the co-branded template in the portal.

Build the asset library

Manage access on the source asset and its copies.

Through-Channel Marketing

Distribute co-branded assets in attributed partner campaigns.

Implementation reference

Full co-branded asset configuration options.