Inserting a logo/letterhead in the Firm Template

Published: 08/08/2023

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. For more information, see Built-in roles and Assign security roles.

To add a logo and letterhead in the firm template:

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

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.

Answer:

You can add a firm's logo and letterhead in the engagement letter. Once you add the logo

Select and open 116 Engagement Letter

A screenshot of a computer Description automatically generated with medium confidence

Click on the Edit button at the top right of the document.

Click on "+ New section" directly below these instructions and select " + Text area”.

A screenshot of a computer Description automatically generated with low confidence

Click on the grey area below the newly added Text Area to select it and click on the "Image" icon at the top of the document.

Click on the "Choose file" button to select the logo image file and then click OK.

Note: The image quality on the letter is based on this image file selected. Please ensure that the file is of an adequate size to avoid a pixelated or blurry appearance when printing.

It is good practice to use a larger than required resolution image and scale the image down (decrease the width / height while keeping the aspect ratio ticked).