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Letterhead Setup (Cloud) ​

What it is: The process of adding your firm's branded letterhead to Annual Financial Statements in Draftworx Cloud, either by importing an existing image or designing one from scratch within the application.

What it's for ​

A letterhead gives your financial statements a professional, branded appearance. You can import your existing letterhead as an image file or use the built-in editor to create one with text and logos. Once set up, you assign the letterhead to specific report sections and control whether it appears on the first page only or on every page.

How to do it ​

Inserting an imported letterhead (using your own image file) ​

  1. Open the Annual Financial Statements preview for a client.
  2. Go to Print Settings and select Letterhead.
  3. Select a blank letterhead slot.
  4. Select Click or Drop Image here for Letterhead.
  5. Browse to your letterhead image file and select Open.

    The image must be in .png or .jpg format. If you only have a PDF version, convert it to an image file first.

  6. Open the Letterhead Number Settings section.
  7. Set up the layout: use Image Position to place the image where you want it. Toggle whether the letterhead appears on the first page of the report only, or on all pages.
  8. In the Apply Letterheads to section, select the letterhead number and assign it to the report sections where it should appear. You can apply the same letterhead to multiple sections, but each section can only have one letterhead.
  9. Select Apply.
  10. To remove a letterhead from a report, deselect it in the Apply Letterheads to section.

Creating a custom letterhead from within Draftworx Cloud ​

  1. Open the Annual Financial Statements preview for a client.
  2. Go to Print Settings and select Letterhead.
  3. Select Need a new letterhead? Create your own here.
  4. Use the toolbar to add elements:
    • Select A to insert a text block. Click the text to edit its wording; drag the block to position and resize it.
    • Select the Image icon to insert a logo or graphic. Browse to the image file, open it, then drag and resize it as needed.
  5. Once you are happy with the design, select Save.
  6. Select the report section where you want the letterhead to appear and choose the letterhead number.
  7. Select Apply.

Source ​

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-letterhead-setup

Walkthroughs: