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Report/Logo Settings

Report/Logo Settings

Location:
e-manage|ONE Administrator Application > Settings > Report / Logo Settings

This section allows you to assign and manage your company logos and determine what appears on reports and PDF documents generated throughout e-manage|ONE — including Customer Quotes, Vendor Purchase Orders, Work Orders, and more. Most customers have their logos set during implementation, but this guide outlines how to update or modify them if needed.

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Setting Your Company Logo for Reports

Your logo will appear in two main places:

  • Report Header Logo: This appears at the top of all PDF reports (quotes, purchase orders, etc.).

    image-20250613-183215.png

  • Quote Cover Logo: This is used specifically on the cover page of Customer Quotes. If a logo is not set at the Customer Record level, the system will use this default cover logo instead

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You can assign the same or different logos for these two areas.

To Update an Existing Logo:

  1. Navigate to Settings > Report / Logo Settings in the Administrator application.

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  2. In the Configured Logos section, highlight the company/logo entry you want to update.

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  3. Click the Browse button under Report Header Logo and select your new logo file.

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  4. Click Update Logo.

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  5. Repeat the process for the Quote Cover Logo if necessary.

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  6. The changes will apply immediately to any newly generated PDFs.

To Add a New Logo Configuration:

  1. Click the New button.

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  2. Use the This is “My Company” dropdown to select the company from your database.

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  3. Enter a Logo Description (e.g., “Main Office Logo” or “Canada Division”).

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  4. Use the Browse buttons to upload the Report Header Logo and/or Quote Cover Logo.

    image-20250613-184017.png

  5. Click Add to My List of Logos.

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You can associate multiple companies with the same logo—or use separate logos if needed. This flexibility is useful for companies operating under multiple divisions or locations.

Controlling Notes and Messages on Work Orders

Within this screen, you can also select:

  • Note Types that will appear on the Work Order (for example, Internal Installation Notes, Work Order Notes).

    image-20250613-184111.png

  • Message Types to display on the Work Order (for example, Installation, Order Status, Vendor Communication).

    image-20250613-184129.png

  • Project Document Types that will appear in Mobile App Installation Packages (for example, Customer Proposals, Drawings, Acknowledgements).

    image-20250613-184146.png

Selections are saved automatically as you check or uncheck each option—no manual save button is needed.

Changing Company Address Information on Reports

The company address shown on report headers is pulled from your Company Record in the main e-manage|ONE application. To update it:

  1. Open the main e-manage|ONE application.

  2. Click the Search button in the left-hand menu and search for your company name.

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  3. Open the record by either double-clicking it or by highlighting it and pressing Enter.

  4. Make the necessary edits to the address fields.

  5. Click Save.

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If you manage multiple addresses or logos (for example, for different divisions), each will need to be configured separately using the steps above.

Final Step: Setting the Logo in the Main Application

For instructions on how each user can select their assigned logo in the main application, refer to the Help Guide article: Company Logo