BRANDING - Using Snippets to set images

Created by Martin Parkinson, Modified on Sun, 02 Jul 2023 at 03:12 PM by Martin Parkinson

It is possible to setup BRANDING by using snippets. This will allow users to replace one file and instantly transform the branding (logo) displayed on multiple documents within the system.

It relies on using SNIPPET text, and holding the path to the location of the logo file against a specific code table. This is then used in the header of documents & templates to go and fetch the logo and display it within the word document.


Contents  (Click an Item to Jump to that section)

Simple Example

How it Works

Setting the Logo Path

For a Multi-office System






SIMPLE EXAMPLE

1) Get your logo and save it into the ... \Templates folder e.g. My_Logo.jpg


2) Click the [EDIT] button on the login screen. When the system properties opens click the notepad at the top to add some text. Add a section as below:

#LOGO
F:\my_system\Influence_Docs\templates\My_Logo.jpg

[Note: If you are using a multi-office system then add the section above to the Offices [005] code table as a text snippet.]



3) Go into Template maintenance and open each document where you want your logo.

Put the cursor in the header where you want the logo and add the merge field  [[$IMAGE=xxxxxxxxxxxxx]] and replace xxxxxxxxxx with [[SDF_SYS_NO$,$TEXT=#LOGO]]

(In the case of a multi-office system use [[SDF_OFFICE$, $TEXT=#LOGO]]

 

i.e. In the case of a non-office system, the header of each document that you wish to have branded you will have
[[$IMAGE=[[SDF_SYS_NO$,$TEXT=#LOGO]]]]

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How it works

Essentially all that needs to be done is a merge field  needs to be added to the header indicating the path to the logo file, 

e.g.  [[$IMAGE=xxxxxxxxxxxxx]]  where xxxxxxxx is the path to the relevant LOGO/Image file.  (see below)



In the example above, the path to the IMAGE has been stored as 'snippet Text' against the code table SDF_SYS_No in a section called #LOGO

The path to the LOGO can be stored against the SYSTEM, or against the OFFICE (Code table 005)

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Setting the LOGO path for a system

To store the LOGO against a system get to the Login/splash screen, select the relevant system and then click [Edit]


Once the system Properties window opens, use the Notepad icon at the top of the screen to select system Text and then edit the relevant section.

In the example above there is a section called #LOGO and within that section the path to the location of the logo file has been specified.

NOTE: For systems on influence DIRECT servers, the path will be something like:
F:\xxxxxxxx\Influence_Docs\Templates\nnnnnn.jpg
Where     xxxxxxxx  is the system name folder, e.g. GO_Influence
nnnnnn.jpg is the name of the logo file to use, e.g. Logo.jpg

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For a Multi-Office System

Step 1:

Go to the Maintenance > Tools > Explore Templates folder
Drag/Drop the Company Logo into the folder, and make a note of the filename, e.g. XXX_Logo.jpg


TIP: If each 'Office' has a different logo, save all the Logos, each with a different name, e.g. XXX_Logo_Driving.jpg, XXX_Logo_Industrial.jpg, XXX_Logo_Health.jpg, etc.



Step 2:

Go to Maintenance > Setup > Code Tables, select system area as 'System' and open the Offices[005] Code table.
Use the 'Notepad' at the right-hand end to add the following 'Text' sections, using the names of the files stored in Step(1), e.g.

#LOGO
F:\ABC_Products\Influence_Docs\Templates\XXX_Logo.jpg

#FOOTER
ABC Products Ltd,
address1, address2, address3, PostCode
TEL: 000 111 2222    E: xxx@company_name.com

Tip: If you want, you can add other sections for individual bit of information, such as #Telephone, #Web or #Email



Step 3:

Add the following Merge Fields to any documents which require Branding

For Direct systems, to display the LOGO (usually in the Header) [[$IMAGE=[[SDF_OFFICE$, $TEXT=#LOGO]]]]
To display the Footer info [[SDF_OFFICE$, $TEXT=#FOOTER]]
In general, any info can be displayed using [[SDF_OFFICE$,$TEXT=#??????]]

Where #?????? is the relevant section taken from the Offices [005] code table



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