Warning
Product support for ToolBox CS ended on October 31, 2022.
Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.
Follow these steps to have your company logo appear in client handouts.
- Create or obtain an image file of your company's logo in one of the following image types: jpg or png.
- Name the image file FirmLogo (not case-sensitive).
- Place the image file at C:\Users\<useraccount>\AppData\Local\Creative Solutions\ToolBox CS\Forms\FirmInformation.
- Close the application and reopen it, and then open a client handout to view your company's logo.
For Virtual Office CS / Software as a Service users
If you do not have Microsoft Office, your image file will need to be uploaded to your Y:\ToolBox CSData\Forms\FirmInformation folder. For assistance, please call Support and press 2, 1, 4.
If you do have Microsoft Office, you can upload your image file using Microsoft Word.
- Open Microsoft Word on Virtual Office and click File > Open.
- Click the My Local Drives button on the left and change the Files Of Type in the lower right to All Files.
- Navigate to the location on your local drive where the image file is stored. (Your local drive will be listed as C$ on Client V).
- Highlight the file and press CTRL+C to copy it.
- Click Computer on the left.
- Double click to open the Y drive. (This will be listed as Wincsi on (\\EG-XXXXX...etc).)
- Double click the ToolBox CSData folder and then navigate to Forms\FirmInformation.
- In the FirmInformation folder, press CTRL+V to paste your file.
- Close and re-open ToolBox CS so that it can find the image.
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