Hi,
I’ve tried several times to figure out how to add our organization’s logo to our statements, but i don’t see how to do this. I have a file upload component, but that doesn’t allow me to upload our logo. I found a file component in the help, but that looks like it’s for users to be able to upload things like their picture… Any thoughts on how i can just add our logo to the statement so it shows up when any user goes to print a statement would be appreciated!
Thank you so much!
Kris
Kris,
What is a statement?
Generally, you can use Static Resources assuming your template can reference the static resource.
Irvin
It’s similar to an invoice w/ all dates of service. We do outpatient mental health therapy, so inside each client’s record we can print a statement that shows a summary of outstanding balances, total charged, what was paid by insurance etc… It’s that page that i want to add our logo.
Thanks,
Kris
Are you using Conga Composer, Drawloop, or what?
I’m not familiar with those. We use Practice Pro Therapy - not sure if that’s what you’re asking. Here’s what my page looks like:
The file upload was there as part of Practice Pro, but when a user loads this page to see a statement from a patient file, it shows: No record found for file component where this file upload is. I want our logo to be there, so am thinking the file upload isn’t what i want…?
Here’s an example where I show a product image. The image is rendered in a template. Is this what you are wanting to do?
Another idea, if you are just wanting to show your logo, follow these steps:
- Upload your logo as a Static Resource e.g. MYLOGO
- Reference your logo in a template component using this HTML fragment
Unfortunately, I don’t think I’m following this one so don’t think i’m doing it right… This is the only place i see i can upload files:
I create the resource (I tried to choose static resource for the resource location, but don’t know wha to put for the file path). I chose the external resource location and pasted in the resource URL that i got from the “Share via link” above.
I don’t see the template option in field properties like your screenshot above… I tried a couple of things, but it doesn’t work.
I tried to use the help file for static resources - i looked at the first couple help docs that come up, but didn’t see what i’m doing wrong.
Thank you for all your help on a Sunday morning!
I understand this one now too… YAY! Thanks again for all your help! Have a great rest of your weekend!
Skuid on 🙂
Glad you figured this out. You might give the guys at Practice Pro some feedback on adding this to training they do during the installation process. They’ve built a super cool app on Skuid, and the fact that as a customer you have the ability to customize it further makes it even cooler! But with great power comes great responsibilitiy. They need to help you use the power!
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