How to customize the editor and add your own branding

October 11, 2024

Benjamin André-Micolon

You have embed SimplePDF in your own website or React app and you want to tailor it to your use-case.

The obvious first need is to use your own logo

And you may be using SimplePDF for one of the following use-cases:

• Offer a fill & sign PDF documents
• Allow annotating documents before sending them to you
• Use it to stitch documents together ("merge PDF")
• A RAG dataloader for your AI work-flow, uploading automatically the document to your storage

In that case, you won't need most of the other features of the PDF editor and you may want to hide certain tools and options, keeping it simple and focused on your specific use-case.

Using your own Logo and loading animation

Branding the PDF editor is available with the PRO plan

1. Log into your account and head over to the account page
2. Click the edit button next Account to open the modal of configuration.
3. Upload your logo and / or your loading animation
4. Click save

Showing / Hiding specific tools and options

Customizing the PDF editor is available with the PRO plan

1. Log into your account and head over to the Embed editor page
2. In the configuration section you will be able to modify and tweak the configuration of the editor.

Scroll below the screenshot to see the list of available options

Branding

• Logo location: whether the logo should be displayed at the top or bottom of the sidebar when in full screen
• Submission modal: when documents are submitted through your portal, a confirmation modal will popup to tell your users that they can now close the window. You can choose to hide this modal if you have implemented your own by listening to Iframe events

Tools

• Text: show / hide the text tool
• Checkbox: show / hide the checkbox tool
• Signature: show / hide the signature tool
  • Remember between submissions: when enabled, the signature of the user is stored on the local device and is automatically filled for any new signature field.
• Picture: show / hide the picture tool
• Boxed text: show / hide the boxed text tool

Document manipulation

• Allow moving, rotating, deleting pages: when enabled, buttons next to each pages are displayed allowing to move the pages around, rotate and delete them.
• Allow adding new pages: when enabled, tyour users can add additional PDF documents using the + in the document preview sidebar.
• Allow downloading a copy: when enabled, your users can choose to download a copy of the document that they are submitting.
• Flatten forms: when enabled, fields present on the form will be be editable after submitting. This is especially useful if you want to prevent future edition of the fields once the document is submitted.

That's it! You now have the perfect editor, nicely blending in your own website or app!

If you have any questions, feel free to reach out to support@simplepdf.com