See also: Dev0 Fall 2021 Release Notes
This Article covers a Company Logo enhancement which prevents the need to hard code your Company Logo image link within each HTML Document. Instead, a new Custom Setting and a new Field on the Prospect object, allows you to set the logo in one location and have it visible on all Document Templates.
1: Follow this Article to set your Company Logo: Use new Custom Setting to set the Company Logo
2: Download the HTML Document Templates attached to this Article. Note, where each Document should be attached (folder designation should match the related Object for the Document). The Document Templates with a Company Logo image in the standard improveit 360 package include:
- Marketing Task - Envelope
- Project Activity - Project Activity Work Order
- Project - Work Order
- Prospect - Envelope
- Sale - Sales Invoice
- Purchase Order - Purchase Order
- Quote - Quote
- Quote - Quote With Signature
To upload and replace and existing HTML Document Template,
3: Navigate to the All Tabs (+) Page
Choose the Documents Tab
Select the dropdown and choose the Folder related to the Object you'd like to print this Document from.
Click on the Template Name you need to replace
Then click Replace Document
Browse to the HTML file you downloaded in Step 2. Save your changes.
Repeat this process to replace all Document Templates with the new ones.