Some of the reports available to users within WealthWorks+ can include a company logo. On some occasions you may wish to amend or update these. This can be managed by a user whose account is set to have WealthWorks+ Administrative rights.
Logos
Within WealthWorks+, click on the Options menu to access the System Administration options.
Navigate to the Reports section. Any existing logo already loaded will be displayed here, within the Report Logos section.
To add a new logo, insert a name for the new logo to be identified by in the Logo Name field. Then, using the Select a Logo... button, navigate to the logo file required. Please note this must be in a .jpg or .gif format.
Click Add Logo to add the logo to the list.
If required at this time, amend which of the logos should be the default using the Actions button and Select Logo As Default option.
In the event the logo is not displayed on the report after setting it up, please check section 2.15 within the WealthWorks+ Installation guide for more information on the additional folder permissions required.
This article is confirmed to be applicable from WealthWorks+ release 4.0.