Logos

Use the Printed Forms Logos page to import a color or black-and-white logo to personalize invoices and statements by division.

How to Access This Page

To access the Printed Forms Logos page:

1. From the Sagitta Home page, click Other.

2. Click Maintenance > Miscellaneous > Printed Forms Logos

The page can be added within Role-Based Security by using the program name "FORM.LOGOS."

Fields on Printed Forms Logos

Logo Name: Enter the logo name to be personalized. Do not add any spaces in the name. The name is limited to the special characters, hyphen (-) and underscore (_).

Logo Description: Enter a description that describes the logo. NOTE: The character limit for the Description field is 100 characters. If you happen to type more than 100 characters in this field, once you click or tab away from it, the extra characters will be truncated.

Browse: Select Browse to navigate to the location of your stored image file.

The Logo file name should align with the following characteristics: Be unique Possess NO spaces; use an underscore (_) instead Be no more than 30 characters in length; otherwise the following error message will be displayed when you click Save: "This field is mandatory" The Logo image should follow these guidelines: Be a .bmp, .jpg, .jpeg or.png image file Have a maximum size of 500 KB Have a minimum resolution of 300 DPI (dots per inch)

Justification: Select Left, Center, or Right to position the logo at the top of the invoice or statement.

Left Offset: If needed, enter the number of pixels to position the logo horizontally

Top Offset: If needed, enter the number of pixels to position the logo vertically

If there is a previous custom logo plus a new logo with the same name, only the new logo will show up in a search of Printed Forms Logos, and that one will be displayed on the invoice or statement.

Use the Printed Forms Logos page to edit an existing logo.

1. From the Sagitta Home page, go to Other > Maintenance > Miscellaneous > Printed Forms Logos

2. Search and select the logo name to be personalized.

3. Update the Logo Description, Justification, Left Offset or Top Offset, if applicable

4. To upload a different logo, click Browse to navigate to the location of your stored image file.

   The Logo image should follow these guidelines: Be a .bmp, .jpg, .jpeg or.png image file Have a maximum size of 500 KB Have a minimum resolution of 300 DPI (dots per inch)

5. Click Save.

If there is a previous custom logo plus a new logo with the same name, only the new logo will show up in a search of Printed Forms Logos, and that one will be displayed on the invoice or statement.

Use the Printed Forms Logos page to delete an existing logo.

1. From the Sagitta Home page, go to Other > Maintenance > Miscellaneous > Printed Forms Logos

2. Search and select the logo name to be deleted.

3. Click Delete at the top of the page.

Use the Printed Forms page to assign a logo that was previously uploaded on the Printed Forms Logos page to a form.

Logos can be used with these forms:

• BROWSER.AR.450.INSTANT = Agency Bill Invoices

• AR.450 = Agency Bill Installments

  • If applicable, AR.430.MULTIPOLICY = Multi-Policy Invoices from Installments

• PI.112.INSTANT = Direct Bill Invoices

• AR.430 = Client Multi-Policy Invoices

• AR.601 = Client Statements

• AR.450.INSTANT = Web Service Invoices

If you have Create multi-policy invoices from installments? on the Multi Policy Invoice Control page set to Yes, apply the logo to the AR.430.MULTIPOLICY form along with the AR.450 form

1. Go to Printed Forms (Other > Maintenance > Miscellaneous).

2. Enter the invoice or statement Forms Code.

3. Once the record pre-fills, click Add in the Division grid, and enter the applicable division.

4. Enter Paper Type of STOCK and enter the Logo Name in the Logo field.

5. Save the page.

6. The logo will now print on your specific form. Select Adobe to print the logo to invoices and statements.

The Print option will not generate a logo.