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!
What is a statement?
Generally, you can use Static Resources assuming your template can reference the static resource.
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.
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!
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!