Report Designer: Uploading and using logo and signature images

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Uploading images to the application

Workpapers CS enables you to personalize the reports, financial statements, and letters that you send to your clients by including your firm's log and signatures. When you upload image files (one logo and up to three signatures) to the Firm record in Workpapers CS, the images will be available in the Report Designer and Layout Designer as firm variables.

Notes

  • The image files must be in BMP, PNG, or JPG format.
  • You cannot resize images and signatures after they have been uploaded to Workpapers CS. We recommend that you size the image to the proportions that you expect to see on the document. For example, if you have a document that requires a 1.5" (144 pixels) x 1.5" image, we recommend that you size the original image to those dimensions using a third-party graphics application before you upload it to Workpapers CS.

Follow these steps to upload images to the firm record.

  1. Choose Setup > Firm Information > Firm and click the Images tab.
  2. Click the Ellipsis button button next to Logo or relevant Signature field.
  3. In the Insert Image dialog, click the Insert button.
  4. In the Choose Image File dialog, browse to the appropriate image file, and then click Open.
  5. The application displays the image in the Insert Image dialog. If the image is acceptable, click Done. If it is not acceptable, repeat steps 3 – 5.
  6. Click Enter to save the image with the Firm record.

Inserting logo and signature images

After you have uploaded logo and signature images to the firm record, you can use the Report Designer to add those images to reports, financial statements, and letters.

  1. Choose File > Report Designer, and open the appropriate report, financial statement, or letter.
  2. Highlight the cell where you want to insert the logo or signature.
  3. Choose Insert > Variable.
  4. In the Variables tree, expand the Firm > Images group.
  5. Click the variable to insert, and drag it to the desired location on the layout. The Report Designer displays the code for the image (for example, [Firm.Images.Logo]) in that cell.
  6. Choose File > Print Preview and verify that the image looks the way you expect. You can change the size of the image on a report by resizing the cell in the design grid that contains the logo. However, you cannot resize the image itself.

Related topics

Removing logo and signature images

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