To customize your internal and/or client-facing printouts to match your brand, you can add Brand Templates to your Function Point system.
Some specific suggestions for how you can use Brand Templates to customize printouts are as follows:
- To add a watermark
- To add standard text, such as Terms and Conditions, before or after printout content
- To add custom headers and/or footers
- All of the above!
If that sounds useful to you, keep reading this article to learn how to add Brand Templates to your FP system.
Creating a Brand Template PDF
Before you make any changes in your FP system, you'll need to create a PDF that will become the Brand Template. How the PDF will look is up to you and will depend on how you plan to use the Brand Template. However, it will need at least 1 page that you intend to print FP content on (for example, Estimate or Invoice information). This page can be left entirely blank, have a watermark, or even include some text above and below where the printout content will go. You'll be able to adjust where the printout content should appear on the page in your FP system.
Some things to keep in mind:
- The PDF can be a maximum 1mb in size. If your file is too big, you may be able to reduce the file size by ensuring any images within the file are optimized.
- The PDF should be at least 1 page and no more than 10 pages.
- You will only be able to print FP content on a maximum of 3 consecutive pages.
Once your PDF is ready, log in to your FP system.
Access the Printing Preferences Area
From the Admin menu, navigate to System Set Up > Printing Preferences.
Choose the tab called Brand Templates, and click the Add Brand Template button.
Upload a PDF
From the Add Brand Template window, fill in the following fields:
- Name: Give the Brand Template a name. The name should make it easy for people within your organization to understand what the Brand Template is for.
- Office: If you have only one office in FP you won't need to make any changes. If you have more than one office, please select which office this Brand Template is for.
- Units: Choose a unit of measurement that makes the most sense for your team to work with. Options are inches or millimetres. The units will be used when determining printout content margins.
- Description: Optionally, add a description of the Brand Template.
- Brand Template PDF: Use the Browse button to choose a PDF for the Brand Template from your computer.
Click Save when ready.
If an error message appears, please make sure your PDF follows the specifications outlined in the previous section.
You will now be able to configure how printout content will appear in your Brand Template:
- Choose which pages content should be printed on. Content can be printed on a maximum of 3 pages.
- Click and drag the borders of the gray rectangle to define where content will appear on the page. Alternatively, you can adjust this by altering the margins.
- Dragging the small green box will adjust where the page number will appear. You can also choose not to show the page number by deselecting the Show Page Number checkbox.
For more detailed instructions on how to configure your Brand Template, take a look at the section below.
Note: For the first page that FP content will be printed on, you will be able to adjust the content border as much as you wish. For the second page of content, you will only be able to adjust the top and bottom of the content border. Any subsequent pages will have the same content border settings as the second page.
Click Approve & Publish
The Brand Template will now be stored under the Brand Templates tab, and marked as Enabled. This template can now be associated to any custom printouts you create. To learn how to create printouts, check out this article: Add a Printout - The Basics
Configuring a 5 Page Brand Template (Cover Page, Watermark and Back Cover Page)
Page 1 of this sample PDF is our cover page. You wouldn't want printout content to appear on this page, so make sure to adjust the Content Start Page to 2, and the Content End Page to 4. Once you've done that, move to page 2.
As this is the first page of printout content, you'll be able adjust the margins as much as you want. If you want different margins for the second content page, move to your second content page (page 3).
You'll notice on the second content page you can only adjust the top and bottom margins. The right and left margins must be the same as the first content page.
If you move to the third content page, you'll notice that you don't have the option to change the margins at all.
Click Approve & Publish when you're ready.