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How to customize clinic branding and manage storage in Arlo

Learn how to personalize your documents with your clinic logo and signature, adjust PDF formatting, and manage how long notes and logs are stored in Arlo.

Written by Justine Villanueva

Customizing Clinic Branding

Your clinic branding is managed in Letter Settings.

  1. Navigate to Settings in the Arlo application.

  2. Select Letter & PDF Settings.

  3. In this section, you can:

    • Change your clinic logo or use the default Arlo logo.

    • Add a drawn signature by selecting Draw Signature.

    • Add a typed signature using the Signature text field.

    • Choose whether to Show Logo and Show Header.

    • Choose a Header Color.

Adding a signature to your Notes

Your saved signature will only appear in a Letter or Patient Summary when the template includes a Signature block. The signature is not added automatically.

Tip: After saving your signature in Letter & PDF Settings, make sure your Letter or Patient Summary template includes a Signature block for the signature to appear in the generated notes.

Customizing the PDF Layout

Before downloading a generated notes, you can adjust its appearance in the

Letter and PDF Settings or in PDF Preview window.

The PDF Settings allow you to customize:

  • Font size

  • Line spacing

  • Section spacing

  • Page margins

  • Text color

  • Header color

  • Show or hide the date

The PDF Preview allows you to customize:

  • Font size

  • Line spacing

  • Section spacing

  • Page margins

  • Text color

  • Header color

  • Show or hide the date

  • Show or hide the header & footer bar

  • Show or hide the clinic logo

If you regularly use the same layout, click Save as defaults to automatically apply your preferred settings to the PDF downloads.

Manage note storage

In Settings, open Note Storage.

Under Note storage days, enter how long you want unsaved notes to remain available in Arlo, then click Save.

Notes that have not been saved to Cliniko become unavailable after the selected period. Review your notes and save them to Cliniko before that period expires.

Manage log storage

In the same section, use Log storage days to set how long logs are retained.

Click Save after updating your storage settings.

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