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Question:

We run more than one brand. How can we show a different logo on some of our documents (Quotes, Invoices, Delivery Tickets, Shipping Labels, etc.) and canned emails?


Answer:

You can only upload one Document Logo in Settings > Documents. That logo is inserted wherever a document uses the {{{Logo}}} tag.


To use a different logo, upload the image to your DocketManager site. Then, in the documents or emails that need it, replace the logo tag with an image link to that file.


Step 1 - Upload the logo:

  1. Open the CRM menu and go to a Customer. We suggest your Walk-In customer, but any customer, order, order item or product works.
  2. Click the {+} next to Files.
  3. Choose the logo file, pick a File Group label, and click Save.
  4. Right-click the file name and click Copy Link Address. The link is now on your clipboard.


Step 2 - Build the image code:

Paste the link into the code below, replacing link-to-image. Keep the quotation marks.

<img src="link-to-image" class="report-logo"/>

It should end up looking something like this:

<img src="https://storage.googleapis.com/dm-storage/xxxxxxxx/xxxxxxxx" class="report-logo"/>

class="report-logo" gives the new logo the same size and position as your standard document logo.


Step 3 - Add it to a document:

  1. Go to Settings > Documents and open the document to update. If you want to keep the original, copy it first.
  2. Switch to Code view using the toggle in the bottom left corner of the editor.
  3. Find the logo tag. It's usually {{{Logo}}}, but some documents use {{{@root.Logo}}} or {{{../Logo}}}.
  4. Delete the tag and paste your image code in its place.
  5. Save, then preview the document to check the logo.

Repeat for each document that should use this logo.


Adding it to a canned email:

Canned emails work the same way. Open the email in Code view and find where the logo appears. Many email templates use {{{@root.SiteOwner.Avatar.Small}}}. Replace that tag with your image code, or paste the code wherever you want the logo to show.


Email programs don't always apply class="report-logo", so give the image a set width in emails instead:

<img src="link-to-image" width="200" alt="Your Company Name"/>


Troubleshooting:

  • The logo doesn't show, or the code appears as text: the code was probably pasted in Design view, which adds hidden formatting. Switch to Code view, remove what you pasted, and paste it again.
  • Need to undo a change? Go to Actions > Logs on the document to go back to an earlier version.
  • Replacing the logo image later: a new upload gets a new link. Upload the new file, copy its link, and update the src="..." in each document and email that uses it.