Branding the Desktop Application
Jared avatar
Written by Jared
Updated over a week ago

Workgroups supports the ability to apply company branding to the Desktop Application:

  • Log in using the 'Administrator' account and navigate to Administration > System Setup

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  • Go to File Cabinet > Configuration > Forms > Default Branding

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  • Right click on the 'Default Branding' form and select 'Duplicate'

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  • Rename the duplicated form to 'Branding' and click 'Save'

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  • Click 'Open Form' on the newly created 'Branding' Form

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  • Double click this section until it turns purple

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  • Click 'Form > Set Background Image'

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  • Select the image file that you would like to place using the chooser that pops up (Finder for Mac, Explorer for Windows) * Please note, the size/file requirements for the logo are: 208x40 jpg or png.

  • Upon selecting, you will see the form update with the branded image

  • Click 'Form > Save Form' to retain your change and refresh the Dashboard (F5 for Windows, Cmd+R for Mac, or alternatively select 'Edit > Reload' in the Workgroups Application Menu)

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