How to Save Your Company Logo/Icon to the Default Options for your Cover Page

This article will show you how to save your Company Logo/Icon in the Branch Locations section under settings so that your desired company image always shows up by default on your submittals and O&Ms

The following steps will show you how to upload and save your chosen default logo, icon, and team information in the Branch Locations section of your settings so newly created submittals will have defaults to these images/info. 

  1. From your Dashboard, navigate to the Settings tab by clicking on the gear icon in the bottom left of the screen 
  2. Once there, select Branch Locations
  3. Select the Edit Location by clicking on the three vertical dots of the Location  
  4. Upload a file to the Company Logo with the image (you are able to upload a primary and secondary logo)
  5. Update the Team Address and Information sections with relevant data specific to your team that you might want to include on the submittal

Once you've done all that, you'll be good to go the next time you create a submittal. Those logos, icons, and info should show up as default options on your Preview Submittal step!