Hosted Solution Implementation - Adding Corporate Image

Hosted Solution Implementation - Adding Corporate Image

Adding Corporate Image Overview

Image Size (MM's) Matching Field        
High resolution logos 60mm x 30mm Group Xmerge Logo        
Letterhead 210mm x 50mm Xmerge Logo 2  
Cover Page??
  
jpeg or png
Letter Footer 210mm x 30mm Xmerge Logo 3   Header??    
Cover page 210mm x 297mm Xnerge Logo 4   Footer??    

The above corporate image needs to fit into the exact resolutions stated. It may be best to open Photoshop or an alternative and begin with a blank sheet with those dimensions and copy the images in and re-size them.

  • Once you have these all ready, head to XPLAN > User Function > Administer Groups
  • Select the company out of the list



  • Navigate to Key Details > Custom Settings > Branding Application > Document merge
  • Click Edit
  • Upload the Practice Logo, Letterhead, Front Cover, Letter header & Letter Footer
  • Click Save
  • Navigate to Key Details > Custom Settings > Branding Application > Advice Doc
  • Click Edit
  • Upload the cover page to the SOA section 



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