ISRS Agreed Upon | How to add a firm logo and letterhead

You can add your firm’s logo and letterhead in the firm template. Once you add the logo, it automatically replaces the logo placeholders in the deliverables. Once you add the letterhead, it automatically displays in the PDF copy (print copy) of the deliverables.

Note: To access the firm template, you need to have the Settings Admin role. 

  Answer:

To add a logo and letterhead in the firm template:

1. Go to the Cloud menu, select Settings | <your product name> | Letterhead/Logo.

2. At Letterhead, drag and drop the file or select the file upload box to browse and add your firm letterhead. Note that in order to ensure letterheads display correctly in printed documents, the letterhead you add in the firm template must be the correct size.
   
   To determine the appropriate size for your letterhead in pixels, multiply the desired size in inches by 96. For example, if you are printing your documents on letter size paper, with a width of 8.5 inches, you can multiply 8.5 by 96 to determine the width the letterhead must be to fill the full width of the page. In this case, the letterhead would need to be 816 pixels wide.

3. At Logo, drag and drop the file or select the file upload box to browse and add your firm logo. You can select REMOVE to remove the added logo or letterhead and upload another one.

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