Can I customise the appearance of my Report PDFs?
Account Owners can change formatting settings to create uniquely branded reports, from bold, coloured and shaded text through to full document watermarks or specific cover images for certain types of reports.
You can see a fully branded report example here.
Business Branding
Customise your account with your business logo, brand colour and display your industry accreditations with pride on all your reports.
This Article will take you through configuring these settings.
Text Changes
Make your terms and conditions (Disclaimers) stand out with bold, italics, underline and colour formatting options.
This Article takes you through the steps.
Display question Drop-down, Yes/No and Multiple Choice text responses in a colour of your choice within the template builder itself.
To learn more about Template Editing watch our MasterClass in TouchRight Templates On-Demand Webinar no. 15 in our Useful Webinars list.
Help Inventory Items pop with bold formatting.
Simply navigate to Account>Settings>PDF Settings
Select yes in the 'Display Inventory Item Text in Bold' drop-down.
Help distinguish between previous and current report information when using the Linking feature with Linked Report shading.
This is not set as default but can be enabled in your Account>Settings screen under 'Linked Report Shading'.
For further Report PDF options with Linked Reports click here.
Cover Images and Watermarks
Front Cover Image Date and Time Stamp
You can choose whether you wish to display the Date/Time stamp on the front cover image.
Navigate to Account>Settings.
Scroll down to PDF Settings.
Make your selection and tap the save button on the top right of your Account Settings window.
Set Cover Images for Specific Reports
You can choose to set an image to be displayed on the front cover of a particular report type. This is particularly useful if you're compiling a report where you haven't yet attended the property i.e., Landlord Fact Find Report.
Some clients like this option for uniformity across their reports and opt for simply displaying the property within the report content.
This Article explains how to create and edit your Report Names and includes instructions on adding your chosen static image.
Watermarks
Add an image to your account that displays as a background watermark on all pages of the final report PDF, giving another subtle way to brand your reports.
Navigate to Account>Settings.
Scroll down to PDF Settings.
Click the 'Choose file' button and select to find the image you want to use.
Additional Settings
You might also like to have additional sub-headings to break down the content for easier reading and perhaps you would like to capture some content in a table rather than in list format - these structural changes which will need to be made to your Report Templates.
If you're looking to create or edit your Templates our MasterClass in TouchRight Templates On-Demand Webinar (No.15) is the perfect watch for you.
Alongside our webinar we have created a detailed step by step Guide with Screenshots which you can download here.
Alternatively, please contact us at support@touchrightsoftware.com and we can assist you to build a custom template that meets your needs.
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