Collect confirmed facts first
Gather the approved identity, exact wording and actual files. Note the current version and the date of any real decision. If a color value or spacing rule is unknown, record it as unknown.
Adobe lists placement, sizing, clear space, variants and treatments as logo rule subjects.
Sources for this point: Adobe logo rule guide.
Use those subjects as questions to answer, not proof that you have used a validation service. Your note should point to real decisions rather than a long list of assumed standards.
- Which exact name and tagline were confirmed?
- Which version is approved for current use?
- Which files are actually available?
- Where are the decisions about colors and placement?
Separate confirmed rules from proposals
| Subject | Status | Evidence to keep |
|---|---|---|
| Wording | Confirmed or uncertain | The exact approved text. |
| Background version | Confirmed or proposed | The actual placement decision. |
| Spacing | Confirmed, proposed or unknown | The reference feature and decided room. |
| Small use | Confirmed or open | The accepted icon or small variation. |
| Print setup | Confirmed or open | The supplier job requirements. |
These are worksheet fields, not invented facts about a customer brand. Add the actual owner and date where known. A rule is not confirmed because an AI suggested it or a filename includes final.
Describe common real uses
Mailchimp publishes its own background, pairing and spacing rules. They apply to its brand.
Sources for this point: Mailchimp logo usage guide.
For your own note, describe a few real placements. Name the approved file, surface and decision for a website header, profile image or print handoff. Do not copy another brand's colors or logo permissions.
Choose an approved arrangement for the space
Link to detailed procedures when needed. A short use note should identify the current choice without repeating every export or installation tutorial.
Record exceptions and who can decide
| Field | What to record |
|---|---|
| Placement | The real use that cannot follow the current choice. |
| Affected rule | The specific spacing, color or layout issue. |
| Proposal | The defined alternative being considered. |
| Decision | The actual owner response when known. |
| Status | Open, confirmed or rejected. |
Ask the responsible owner when a change affects the identity. Do not silently remove a tagline, replace a color or rearrange an emblem just to satisfy a new space.
Keep rejected proposals separate from current instructions so the next helper does not mistake an old idea for the chosen rule.
Keep the note with the file set
- Give the note a clear version and actual update date.
- Link each confirmed choice to its available file.
- Retain the evidence of real decisions.
- Keep open questions visible.
- Update the note after a new decision rather than overwrite its history.
Organize approved originals and task copies
A concise use note is a starting handoff record. LogoTidy's optional paid guidelines are a separate package with their own scope. Check current details if you choose that service.
Check current optional package details
The note is ready when a helper can match each decided rule to the actual file and see what still needs an answer. Keep the approved identity and real decision history with it.
Sources
These sources support the points linked above. Each date shows when we checked that source.
- Adobe logo rule guide
Adobe identifies subjects that logo rules can cover Checked . - Mailchimp logo usage guide
Mailchimp sets spacing for its own logo Checked .