Click here to watch a short, 3-minute tutorial on how to add a logo to the cover page of the client package!
Summary of video:
- Logo setting location: Compliance Menu > Tools/Settings > Print Settings > Global. Under Global Report Options, select Client Package and press Edit.
- First verify that the option to include the Cover Page is checked.
- Next check whether to include one or two logos on the cover page.
- The defaults for the first logo are 100% scale, centered at the top of the page. The defaults for the second logo are 100% scale, centered at the bottom of the page. The logo(s) will only appear on the cover page within the client package using these settings.
- Pro Tip! Change the vertical position to header if you want your logo to appear on ALL pages of the client package!
- To upload a logo, select the file and press the upload file button.
- Press the Save & Close button.
- Print the client package
Divisions FAQ:
- Your company code uses divisions if WK > Administrative Tasks > Account Profile > Company Options > Use Divisions set to Yes.
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You will need to upload the logos in each division.
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Determine the number of divisions your company has.
- Go to WK > Administrative Tasks > Divisions
- Press the drop-down box next to Select Division
- This is the list divisions.
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Make note of one Company within each division
- Select each division and note one of the company names.
- Go to one company/plan within each division and upload the logo(s) you want that division to have.
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Determine the number of divisions your company has.