June 15, 2017 | SRaycraft

Technically Speaking – Customizing TapRooT® VI with a Company Logo

This week in Technically Speaking we are going to go over adding custom company banners to the TapRooT® VI website as well as, adding them to the custom reports page. Let’s start by adding the company logo to the web page.  This is added in the Admin section. From the Home page, click on the Admin tab.

Now, this takes us to the My Settings page.  On the left side of the page, you will see Company Profile link to click on.

The company profile page is where you configure the company details, site settings and upload the company related logos. At the bottom of this page, you will find the Upload company related logos section.

In this section, you will see Banner Logo Report Logo. Once uploaded the logo will always appear in the upper right-hand corner of the page. The report logo will show on all reports created with the report builder and all reports templates.  Let’s upload a banner logo first. Click on the Choose File button. This will bring up a windows file explorer page(shown in the picture below). Locate the image and select the open button on the bottom right corner.

Once the open button is selected, you should notice that the name of the file chosen will appear in the banner logo box.

You can now hit Apply Changes as shown above for the changes to take effect.  The page will refresh and the logo you uploaded will be in the top right of the screen next to the username that is logged into the system.

This image can be changed, removed, or previewed by going to the same section Upload company related logos.

Now that the company logo is on the web page, let’s move on to the report banner. Go back to the Upload company related logos section and select choose file next to Report Logo. This will be the same process as the Banner Logo we did before. Select Choose File and open the image you wish to see on the reports.  Select Apply Changes at the bottom and you will now see that you are able to Change, Remove, or Preview both the banner logo and the report logo.

Now we can open an investigation and build a report with the company logo on our customized report.

This makes both the website and reports unique to the company. This is just a couple of many customizable features offered in the TapRooT® VI software! Please stay tuned each week for more Technically Speaking blogs and videos highlighting the features in the software each week!

Technically Speaking is a weekly series that highlights various aspects of the TapRooT® VI software and occasionally includes a little Help Desk humor. Remember, just because it’s technical, doesn’t mean it has to be complicated!




Software, Software - Technically Speaking
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