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How can I preload my company invoice header to show up when I export invoices to pdf

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  • Leeana Ramos
    Mariya commented  ·  December 21, 2020 11:37 AM 

    Hi Kevin,

    Thank you for reaching out! From our call earlier, it sounds like you are looking to add a widget that would allow your Organization's logo to be added onto a Form, to then be saved as a PDF and printed with the company logo embedded onto the page. At this time, you would be able to add an image to a Record, but not embed it in a Form, therefore, this would be an excellent suggestion for an enhancement. I went ahead and logged a feature request in your Organization's name with our Product team for them to review and consider implementing this functionality in a future Project. I have added the email address you have provided during our call to that request as well, once this feature is released to the system, you will be notified.

    In the meantime, another option for generating custom PDF documents and being able to include a logo on them as well would be utilizing Formstack Documents (WebMegre) Microservice with TrackVia. Through Formstack Documents, you would be able to create a custom-formatted template that would allow generating custom PDF or MS Word documents and including select fields in these documents in a desired format and layout. To get started, I am linking a couple of helpful articles from our TrackVia Knowledge Base on WebMerge (Formstack Documents) below:

    https://help.trackvia.com/knowledgebase/articles/1868581-webmerge-connecting-trackvia-to-webmerge
    https://help.trackvia.com/knowledgebase/articles/1873273-webmerge-faqs
    https://help.trackvia.com/knowledgebase/articles/1873270-webmerge-account-changes

    If this route is something your Organization would be interested in, I would recommend reaching out to your Account Executive here at TrackVia for further details. If you would like to send us at support@trackvia.com an email stating your Organization's interest in Formstack Documents (WebMerge) instead, we would be able to put you in contact as well.

    If you have any additional questions, please do not hesitate to reach out to support@trackvia.com or call into our Support line directly at 1 (800) 673 3302, we are happy to assist! Our Hours of Operation are Monday through Friday, 7:00 AM - 6:00 PM MST.

    Kind Regards,
    Mariya

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