This article covers all aspects of logo management in FundPanel, from preparing your logo for upload to adding your logo to all the areas of the FundPanel application that you wish your logo to be displayed.
TABLE OF CONTENTS
Preparing a Logo to upload to FundPanel
Important: There are a few specifications to keep in mind prior to uploading the logo to FundPanel:
- The logo must be in either PNG or JPG format and the size needs to be under 20 KB If the logo exceeds this size, use an image compressor to reduce the size of the file. If you need any assistance with image compression, please reach out to the FundPanel support team and support@fundpanel.io.
- The logo must be sized to the actual width that will be displayed in the email. For example, if the logo in the email is displayed as 200 pixels wide, make sure the uploaded logo is also 200 px wide, or a multiple, such as 400 px (the default width is 200 pixels).
- The logo should not have an excessive amount of empty space around the actual logo design. Please crop out excess space around the logo to avoid certain issues like the logo appearing too small or taking up unnecessary space in the PDF. However, please leave a small amount of margin around the logo (often around 5 pixels).
Once your logo meets the above specifications, it is ready to upload to FundPanel.
Uploading a Logo to FundPanel
Navigate to Documents by going to All Tabs -> Documents (Icon is a page) -> New
Use the following image as a guide as far as what to enter inside the upload page. It is recommended to place this in the 'Shared DocumentsFolder'.
Ensure that the 'Externally Available Image' is checked prior to clicking 'Save'.
With your logo uploaded to FundPanel, it is time to start adding your logo to every area of FundPanel that you wish to display your logo.
Adding a Logo to FundPanel
There are three key areas of FundPanel where you may choose to surface a logo:
1. Applications: Applications are the naming convention for the different areas of FundPanel Advisor. Adding your logo here will ensure your branding is present within all areas of FundPanel Advisor. Logos will be displayed at the top left corner of all pages where a logo is present.
2. The Investor Portal: Adding your logo to the investor portal will ensure that your portal matches the experience
3. Email Templates: Adding your logo to email templates allows your brand to be present in all communication with clients and investors.
Adding a Logo to FundPanel Applications
Classic UI
1. Navigate to the 'Apps' setting page, where we will be editing all of the apps added by 'Aduro Investment Management' which are:
- Deal Flow
- Investor Relations
- Portfolio
2. For this example we will add the image to the 'Investor Relations' app. Click edit on the Investor Relations app -> click 'Insert an Image' -> Find your image in the search box -> Click 'Save' to add the logo.
Once the logo is added for each FundPanel application, you will know adding the logo was successful because it will now appear at the top-left when navigating to any page inside of the application.
Lightning UI
1. While in Lightning view, navigate to Setup > Themes and Branding
2. Create a New Theme
3. The Brand Image must be 600x120 pixels and under 5 MB
4. Click Save and Activate.
Adding a Logo to the Investor Portal
The investor portal logo can be adjusted at any time from within the client's FundPanel system.
To insert or update a logo from within FundPanel:
- Copy image address from logo in Documents OR from the App logo
- Right click on the image itself and click 'Copy image address'.
- Navigate to the Portal Access tab.
- Paste the copied image address in the Portal Logo URL field. You should see the Logo Preview image be updated to your desired company logo.
- Click Update.
Once the logo is updated in the portal, it's encouraged to review the logo by logging into the investor portal with an Org Admin account:
If the Client name is easily legible in the logo itself, it's highly encouraged to turn off the Org Name in the "Admin" settings page.
Untick the "Display Org Name" tickbox and click Save Settings.
Now the Org name is removed and the logo is larger. Take this case by case to determine whether or not it is a good idea to include or remove the org name from being displayed with the logo.
Adding a Logo to FundPanel Email Templates
With the logo added to the top left of each application, we will now ensure that this image is incorporated into the communication templates used to communicate with your portfolio.
Navigate to the 'Aduro Fund Communication Templates' within the 'Email Templates' section of Salesforce. We will be modifying the following templates and adding our new company logo to each template:
- Capital Account Statement Template
- Capital Call Template
- Distribution Notice Template
Click the email template's name to begin. Select 'Edit HTML Version' and search the email text for a line of HTML similar to below:
<img src="https ://c.ap2.content.force. com/servlet/servlet.ImageServer?id=0151N000003sPQ3&oid=00D1N000001N1Pc&lastMod=1488760622000" width="200" />
We will be removing the existing image reference, so delete the link contained within the first set of quote marks. To insert the new logo, simply right click the newly uploaded logo at the top left of the page and select 'Copy Image Address'. The link should look similar in format to the following:
https ://fivetwotest--c.na78.content.force. com/servlet/servlet.ImageServer?id=0151N000003tvNz&oid=00D1N000001CGRu&lastMod=1516066019000
Adding this new link to the HTML, our updated code will look like this:
<img src="https ://fivetwotest--c.na78.content.force. com/servlet/servlet.ImageServer?id=0151N000003tvNz&oid=00D1N000001CGRu&lastMod=1516066019000" width="200" />
Depending on the sizing of the image prior to uploading it, you may run into an issue where the logo is either too small or too large for the email template. In this case, adjust the 'width' parameter contained in the HTML code snippet cited above as needed. A larger width will increase the size and vice versa. For example, I needed to adjust the width in this logo to 300 to achieve a logo that fit in with the rest of my email template. the final code snippet with the width adjusted looked like this:
<img src="https ://fivetwotest--c.na78.content.force. com/servlet/servlet.ImageServer?id=0151N000003tvNz&oid=00D1N000001CGRu&lastMod=1516066019000" width="300" />
Here is where the code is located and what it should look like within the context of the template
