- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
- Mail Shots
- Workbooks Web Insights
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Modifying Default Colours & Images
Remember that any changes to individual documents will take precedence over your default settings.
You can easily modify your Output Documents, including:
Clicking on Start > Configuration > PDF Configuration > Default Colours opens the Output Document Default Colours Landing Page.
The grid on the right-hand side shows the settings sections of the document for which you can modify the colours. The screenshot below shows an Invoice after the colours have been amended (as listed below) to illustrate which parts of a document are controlled by each setting. Click on the screenshot to enlarge it.
- Address_Text_Colour = Aqua
- Footer_Text_Colour = Fuchsia
- Header_Text_Colour = Olive
- Main_Text_Colour = Black
- Table_Border_Colour = Pink
- Table_Header_Colour = Maroon
- Table_Header_Text_Colour = Lime
To change the colours on any part of your document(s), simply open the setting and use the dropdown picklist next to Colour to select the one you want to apply.
NOTE: If the colour(s) that you want to use aren't shown in the picklist you can add them by going to Start > Configuration> Fields & Picklists > Picklists, and editing the Document Colours picklist. You'll need to know the RGB value for the colour(s) you want to add.
To change the default image for your documents (your company logo, for example) follow the steps below:
- Click Start > Configuration> PDF Configuration > Default Images.
- Click on the header_logo row to open the header_logo dialogue box. Do NOT change the name - it must say header_logo for the template to be able to display the right logo.
- Click Choose File and browse to find the .PNG file you want to use.
- Click open to upload the file to Workbooks.
- Click Save & Close.
NOTE: We recommend using images in .PNG format although you can use JPEG instead. When the image is rendered on standard templates it will be shown 2cm high; the higher the resolution of the image the better it will look on the document; printers are capable of higher resolutions than computer displays.
It's important to remember that for the standard XSL template to apply the logo, it must be given the name of header_logo. If you are using custom XSL templates then other image names may also be in use.