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Organise with coloured dots

Give your projects, SignPages, documents and templates a colour, and find what you need at a glance. This article explains how colour tags work and how to set them.

Not everyone finds things by reading titles. Many of us remember the red project, the blue shoot or the yellow festival long before we remember what they're called.

That's why every project, SignPage, document and template in Connie can carry a coloured dot. It sits quietly next to the name, so your overview stays calm, and it lets you spot what you're looking for at a glance.

Where you'll see the dots

  • Projects. The project page takes on its colour at the top.

  • SignPages. On the SignPage cards, in the list view and on each SignPage.

  • Documents. In the first column of your document overview, on the document cards, on each document and in the editor.

  • Templates. On the template cards and in the template list.

Inactive SignPages keep their colour, but the dot turns grey, so you can see at once what's paused.

Change a colour

1. Click the dot

Click the coloured dot next to any project, SignPage, document or template.

2. Pick a colour

A palette opens. Click the colour you want, and the dot changes right away.

Tip

Pick a system that suits the way you work: one colour per client, per production, per season, or simply by gut feeling.

Colours follow the project

When you create a SignPage or document inside a project, it automatically gets the project's colour. That way everything that belongs together looks like it belongs together.

To change a project's colour, open the project, click the Settings icon (⚙️) and choose a new Project Color.

If the project already has SignPages and documents, Connie asks what to do with them:

  • Only future: existing SignPages and documents keep their colour. Only new ones get the new colour.

  • Everything in this project: all SignPages and documents in the project get the new colour.

You can still give a single document or SignPage its own colour afterwards by clicking its dot.

Templates don't belong to a project, so each template has its own colour. When you duplicate a template, the copy keeps its colour.

Filter by colour

In your document overview, use the Color filter to show only the documents with a certain colour.

Make the palette your own

Connie comes with a palette of soft gradients. You can change them to match your own brand.

1. Click Settings in the left-hand menu, then Branding

2. Edit your gradients

Click a gradient to change its Start color and End color, click Add gradient to add a new one, or remove the ones you don't use.

The first gradient is your brand gradient. It's made from your brand colour and updates automatically if you change it, so it can't be edited here.

3. Click Save

If you changed a gradient that's already in use, Connie asks you to confirm. Everything tagged with it (projects, SignPages, documents and templates) is recoloured.

Good to know

If you remove a gradient that's in use, everything tagged with it goes back to your brand gradient.

Good to know

  • Uploaded documents (Upload & Store) always follow their project's colour and can't be coloured on their own.

  • Permissions. You can only change a colour where you're allowed to edit. Otherwise you'll see the dot, but can't click it.

  • Colours are for your team. Signers never see them.

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