Add a logo to a form

The practice logo is uploaded directly from the Branch Details tab.

Note: Resize your logo to the size you'd like to use on the majority of your forms, and save a copy of it that you can use when creating a new form.

To learn about uploading your logo to the system, see Set up branch details.

See FAQs: Forms and certificates for answers to common questions.

Add a logo to a form:

To use the logo on the form, insert a [branch.logo_url] form variable that points the form to that logo’s storage location.

1. Click your name in the menu bar. Then click Administration.
2. Under Document Management, click Forms & Certificates.
3. On the Forms & Certificates page, click the name of the form you want to edit.
4. In the Form Editor, place the cursor where you want the image to appear.
5. On the Editor toolbar, click the Image button .
6. In the Image Properties window, in the URL box, type [branch.logo_url] to use the logo saved under Administration > Branch Details.Note for multi-branch practices: The [branch.logo_url] inserts the logo of the associate branch on the client Overview tab. You have the option to use [currentbranch.logo_url] which inserts the logo of which branch the user is currently logged in.
7. Click OK.
8. Click Save Form.

Edit the logo size on a form: 

If your logo isn't the right size for your form, you can edit it.

1. Click your name in the menu bar. Then click Administration.
2. Under Document Management, click Forms & Certificates.
3. On the Forms & Certificates page, select the form you want to edit.
4. To resize the logo, adjust the height and width, as needed.
   • Click and drag the black square on the lower-right corner of the image.
   OR
   • Double-click the image and edit the height and width in the Image Properties window. Then click OK.
5. Click Save Form.