How Do I Add a Logo to an HTML Template?

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- How Do I Add a Logo to an HTML Template?
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General FAQs
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- How Do I Delete A Contact?
- What happens when I forget my Password?
- How do I upload documents to a record?
- I want to close one of my branches in Expert Agent, how do I do this?
- How Do I Stay Safe Online?
- National Trading Standards - Keeping your property listings compliant
- Expert Agent - Request a quote
- Expert Agent - Changes to your Account
- Expert Agent - Billing Enquiries
- Vebra Solutions Limited is the new home of Expert Agent
Consent GDPR FAQs
- What is Classed as a Marketing Email?
- How can I find all my Clients for whom I have no consent?
- What can I send out to Clients if they say they don't want to be contacted about General Marketing?
- How can I record consent for individual marketing services?
- Why do I have to fill in a Consent Method when saying "No" for GDPR?
- When dealing with Tenancies, should I gain consent for 3rd Parties?
- How can my Applicants unsubscribe?
Deletion GDPR FAQs
- How do I delete a Property Record?
- How Do I Delete A Contact?
- How do I remove an applicant from the system?
- How do I ensure that I keep records for Anti Money Laundering reasons?
- How do I ensure that I keep the Client's information in case HMRC requests this from me?
- If I delete a record, can I get it back?
- What happens to documents that I store on the Events tab when I delete a record?
Personal Information Requests GDPR FAQs
- If I am asked to show a Client what data I hold on them, is there an easy way to get this to them?
- Can I charge for a Subject Access Request?
eSigning FAQs
- eSigning Merge Codes Do's and Don't's
- Can I used EA eSigning for issuing Section 21 and Section 8 notices?
- What do I do if I have a signature that needs to be witnessed?
- What do I do if I want to get a tenant to initial at the bottom of each page of an AST?
- Which Compliant Agreements & Documents are available for eSignature?
- Why Can't I use eSignature for my Section 21 and other notices?
- Why can't I format an eSigning document?
- Why am I seeing the error message 'Unable to find required merge codes' when I have inserted them into the document?
- What do I do if I have more than one tenant/landlord that I need to get an eSignature from?

To insert a logo in to your HTML templates, you first need to open the master template.

Go to Tools in the top menu, and open Configuration.

Under Output Configuration, select Templates.

Find the document you are going to work with, and click Edit

And then Edit Content

When the template opens, click the Image icon.

When Image Manager opens, click Upload.

And then Select, and find your logo on your local hard drive

When your upload appears, click Upload

Your logo will display on the left hand side. Select the image, and then click Properties.

Adjust the Width and Height to your required size (If you adjust the Width, you may find that the Height automatically adjusts; this will keep the correct ratios of your logo.)

NB 250px is roughly equivalent to 1inch.

Click Insert.

Save and Close

And then Save.

It is always a good idea to test new/edited templates before sending them to customers.

To test an HTML template, register yourself as a landlord and from your landlord record Richt Click> Outputs> Create A Letter / Email / SMS > and click on the template title. Once you have seen how to logo displays on the email, you can further adjust the size if needed.

FAQs