In this lesson you
- Set your organization's name, time zone and default language
- Chose the standard new documents are certified against
- Added your logo and brand colors
Transcript
Your organization
Setting up your organization. Before your team starts work, a few settings decide how Proof presents your organization, and what it certifies your documents against. They live in the Admin console. Only administrators can see it. Open it from your account menu. The console opens on an overview of your account. The menu on the left lists every administrator setting, and each one has its own lesson in this series. This lesson covers your organization's profile. Choose Organization. The display name is how your organization appears across Proof, and on the certificates it issues. The timezone decides how dates and times are shown in Proof, in your reports, and on your certificates. Pick the zone your team works in. That way, a document approved late in the evening carries the right day.
Language and standard
Two settings decide how Proof treats your documents. The first is the language they're written in. A screen reader uses a document's language to choose how to pronounce it. Read in the wrong language, the words come out garbled. Proof uses the language a document declares, or one it can detect from the text. Default document language is the fallback, for when it can't tell. Left as Not set, a person is asked to choose, document by document. Ours are all in English, so we'll choose English, United States. The second setting is the standard your documents are certified against. That's the Compliance target for new documents. Not set means WCAG 2.1 AA. That's the level ADA Title II and Section 508 point to. PDF/UA is a stricter technical standard for PDF files. Under WCAG 2.1 AA, the rules only PDF/UA requires still run. They're marked Advisory, and they don't block certification. Choose PDF/UA only when a contract or a regulator asks for it. Then every rule counts. Each certificate names the standard its document was scored under. This setting applies to new documents only. Documents already in Proof keep their standard, so a certified document is never re-scored. Further down, the Handle is the short name your workspace goes by. It's the part of every Proof web address that names your organization. You can rename it. Your documents don't move, and links with the old handle still find you. When the profile is right, choose Save changes. It stays greyed out until something has changed.
Logo and brand colors
The last two settings put your organization's identity on the work. First, your logo. Your certificates are what you hand to the public and to auditors. Without a logo, they carry the Ockem Proof logo. With one, they carry yours. Choose Upload logo. It takes a PNG, JPEG or WebP file, up to 2 megabytes. From then on, your certificates are printed with it. Brand colors help with a problem your team will meet when fixing contrast. Some text is too faint against its background for a reader with low vision. Fixing it means choosing a darker or lighter color. When someone has to choose one, Proof offers your brand colors first. Each one is checked against the color it has to sit with, so they can see whether it passes. That keeps your fixed documents looking like yours. Choose Add color for each one. Type its hex value, the six-character code from your brand guide, and give it a name if you like. Here, that's Maple green, and Ink. Then choose Save brand colors. Checking contrast has its own lesson. Now Proof presents your organization as you, dates your work in your timezone, and certifies new documents against the standard you chose.
Recap
That's the end of this lesson.
Maple Ridge Community Health, its documents and its people are fictional, made for these lessons.