Document Management > Adding a Logo or footer

First please read a little back ground on how the templates are functioning in the overview section.

The RTF templates are (if you have Microsoft Word installed)

There are 2 ways to add a logo or a footer to your templates (method 2 will yield the best results)

1)	Add it directly into the "RTF" document

Adding a logo or footer directly to the RTF document is fairly straight forward and described in the editing template contents

2)	If you have Microsoft Word installed, then add it to the "wordmaster.dot" file

There are two main steps: 1) modify the "wordmaster.dot" file And 2) tell the BusinessFlow to use the "wordmaster.dot" file

Modifying the "wordmaster.dot" file

a.	open Microsoft Word (it's important when editing a .dot file (word template) to open word first, do not just double click on the file else it will open as a document and your changes will not be saved)

b.	navigate to the BusinessFlow folder

(this depends on the product

Jobsheet Pro = c:\BF_Pro\Docs\wordmaster.dot

BusinessFlow Local = c:\Businessflow\Docs\wordmaster.dot

BusinessFlow Online = c:\Businessflow-Online\Docs\wordmaster.dot

$Jobsheet Pro - folder in the C;\ drive$

Jobsheet Pro - folder in the C;\ drive

This is the template to modify

c.	when the file is opened you can then modify the header / footer section as required (Note) in the file you will see a "print code" called <export>, this tells BusinessFlow software where to paste the RTF file data - please ensure this remains in the file and not changed.

d.	Save the modified file

Tell the BusinessFlow to use the "wordmaster.dot" file

Exact methods may vary depending on the software product being used:BusinessFlow Local and BusinessFlow Online can access the edit screen using the configuration options as well as the edit method described below:

a.	Whilst in the Document management section

b.	Click on the "edit" button

Image from Jobsheet Pro Product

c.	RIGHT click on the required template and select the "change template name" option

manage docs screen

d.	Once the screen opens then select the "Use logo template" option

edit template name

e.	click save and then completely close the edit screen

f.	Next time the template is printed it should use the "wordmaster.dot" file