How to Customize and Save Your White-Labeled Materials

Step-by-step guides for customizing via Canva or Adobe PDF.

How to Customize and Save Your White-Labeled Marketing Materials

Follow these quick steps to make our templates your own. It takes less than 5 minutes! This method requires Free Adobe Acrobat Reader (basic version).

Don’t have Adobe PDF? Customize in Canva.

Adobe PDF

Step 1. Download the Template

  • Visit our website and download one of our white-label PDFs to your computer.

  • Save it somewhere easy to find (like your desktop or downloads folder).

Step 2. Fill In Your Information

  • Open the PDF using Adobe Acrobat Reader (free) or Adobe Acrobat Pro.

  • Click into the fields to enter your Name, Contact Info, and Company Details.

    • Note: Any fields you leave blank will appear as whitespace once exported.

  • Upload your logo

    • Click the logo placeholder (or, if not visible, in top right corner as pictured below).

    • Click ‘Browse’ to select your logo file then click OK.

      • PNG or JPG file type required

      • Square crop works best

Step 3. Flatten and Save Your Final Version

This step removes the editable fields so the document looks like it was designed just for you.

If you're on Windows:

  1. Go to File > Print

  2. In the Printer dropdown, select Microsoft Print to PDF

    • Don’t forget to uncheck ‘Print in grayscale’ if you’re using a full-color logo!

  3. Click Print

  4. Choose where to save the file and rename it (e.g., MyName_OnePager.pdf)

  5. Click Save

If you're on Mac:

  1. Go to File > Print

  2. In the bottom-left corner, click PDF > Save as PDF

  3. Choose a filename and save location

  4. Click Save

✅ Now you’ve got a flattened, ready-to-share version with your branding!

Need Help?

If you run into any issues, feel free to reach out. We’re happy to help!

Canva

How to Customize and Save Your White-Labeled Marketing Materials

Follow these quick steps to make our templates your own. It takes less than 5 minutes! This method requires a free Canva account. Canva account sign-up steps are included below.

Customize with Adobe PDF instead.

Step 1. Open A Template in Canva

  • Visit our website and click ‘Edit in Canva’ on one of our white-label templates, then click View Template.

  • If you’re already signed in with your Canva account, you can proceed to Step 2. Otherwise, follow these steps to create a free basic Canva account:

    • Choose your email or other service to login with Canva (pictured below)

    • Choose a username

    • Verify your email with a one-time code (some sign-in methods only)

    • Once signed in, you will be prompted to Open the Template in your new Canva account (pictured below)

Step 2. Upload your Logo

  • On the left navigation rail of the Canva template editor, click on Uploads > Upload files > and select your logo file.

  • Once uploaded, you'll be able to simply click and drag your logo from the Uploads tab to the top right corner of the template to insert your image.

Step 3. Fill in your Information

  • Click on the placeholder text to update it to your Name, Contact Info, and Company Details. Content too long? Click here.

    • Note: Any fields you leave blank will appear as whitespace once exported. Don’t forget to delete the placeholder content as well.

  • Some templates have additional customizable fields, like a space to add your Headshot or a blurb about Your Company. Click here for more help with custom fields.

Step 4. Download and Save Your Final Version

  • When you’re done editing, click Share > Download

  • Choose your preferred file type to download by selecting from the File Type drop-down menu, then click Download.

    • We recommend using PDF Standard for basic emailing and at-home printing.

  • Choose where to save the file and rename it (e.g., MyName_OnePager.pdf)

  • Click Save

✅ Now you’ve got a ready-to-share version with your branding!

Need More Canva Help?

See some additional Canva tips below:

Canva Help: How to Fit Content Into One Line

Our templates are designed to accommodate a certain number of characters in each text field. If any of your custom fields, like your name or email, exceed that character limit, it will flow onto a second line. Here’s how to fix that by reducing the font size:

  1. Select the text field that’s on two lines and “unlock” it to enable rich text formatting.

  2. With the text field still selected, reduce the font size until all the text fits within the template.

Canva Help: Cropping Images

Our templates are designed for square images, but other image dimensions can fit into our templates using the crop tool in Canva. Here’s how to do that:

  1. Follow the steps above to upload your image (logo and/or headshot) and insert it into the template.

  2. Select the image asset you’d like to crop and select Crop tool from the Canva editor menu (pictured below)

  3. Then, simply click and drag to move or resize your image to fit in the square template.

Canva Help: Additional Custom Fields

Some of our templates have additional custom fields, where you can add more textual data to your customized marketing materials:

  1. Paste or type your information into the available text box as you normally would when editing placeholder content. For company information, we recommend including a quick blurb about your company and its website.

  2. This template accommodates 345 characters in the text field (including spaces and special characters).

Need More Canva Help?

If you run into any issues, feel free to reach out. We’re happy to help!