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This capability allows Penelope System Administrators to setup logos for each site in Penelope, create Letter Layouts where the Site Logo is used, print Invoices for clients with their Site’s logo on it, print invoices for Funders with the batch site’s logo on it.

This allows larger organizations or collaboratives with smaller organizations that are different operating entities to keep branding consistent with the company that service is provided by.

The first step to turning on Site-Based logos is to log in as a System Administrator and click into Site setup. Once on the Site setup page, click on the Setting tab.

On the Setting tab, a new setting has been added: Use Site Logo and Address on Printed Reports and Documents. When set to Yes, the System Administrator will be able to upload logos for each Site in Penelope.

Under the Agency Site section of the List tab on the Site Setup page, click on the Site you’d like to upload a logo for.

Once on the Site’s setup, you’ll see a new section called Logo. Here you’ll be able to upload and view the current logo for the Site. Click the Browse… (or Choose File) button to select a logo file from your computer.

Note: Recommendations for Site Based Logos

After uploading, the logo will display on the page.

When a Site does not have a logo uploaded, [not in use] will display.

When a Site is a Child Site and no logo is uploaded for the Site the Parent Site’s logo is used for printing, [not in use - the Parent Site’s logo will be used] will display here.

Parent Site with no logo:

Child Site with no logo:

Printed Reports will print the user’s logged-in Site logo and address. This includes any Billing reports that are considered Financial Documents (see list of Financial Documents in the Billing section).

Printed Reports will print the user’s logged-in Site logo and address.

Note: Documents viewed in ClientConnect do not have a logo or address on them so they will not have a Site-Based logo or address

Tags have been adding for Letter Layouts for Site logos, address, and contact details. When printing a letter with these tags in it, the user’s logged-in Site will be used to determine what to display for the tag. See the Document Building Guide for more information on building Letters.

Site Based Logos are available for Financial Documents. The following scenarios are for Financial Documents only – any Billing reports not listed here are not considered Financial Documents by Penelope and will use the rules from the Reports section above to determine with logo and address to display.

List of Financial Documents:

To use Site Based Logos with Financial Documents you must have Client Billing Address is set to Site Client Address. If this is set to Agency Address the Agency Address and Agency Logo will be used when printing all Funder and Individual Financial Documents.

To set up Penelope to use Site based logos for billing, follow these steps:

When Billing has been setup to use Site Based Logos, Penelope will print the logo and address of the Individual’s Site as set on their Individual Profile for their Financial Documents.

When an Individual prints a Financial Document in ClientConnect, it will use the Individual’s Site logo and address.

Funders are not assigned to a specific Site, so when Billing has been setup to use Site Based Logos, Penelope will use the logo of the Financial Document (e.g. the Batch Invoice’s Site, the Payment’s Received by Site, etc).

The only exception to this is for the Account Statement For – Funder and Account Statement As Of – Funder. These two will print the user’s logged-in Site logo and address.

You can find your logged-in site by looking at the Logged in Site under My Profile on the homepage

To change your Logged In Site

The Login Page logo for Penelope will continue to display the Agency Logo as we cannot determine the Site the user is at before they are logged in.

The Login Page logo for ClientConnect will continue to display the Agency Logo or the ClientConnect Logo (as configured for your organization) as we cannot determine the Site the Individual is at before they are logged in.

Any communications for Engage, ClientConnect, or Event Confirmations will not include a Site logo. All current content of those messages remain.

Billing Footer logos (on Billing setup→ Document tab) will not be Site-based.