Setup > Branding

The Branding page allows you to control the look and feel of certain aspects of Martus. This page includes three tabs:

• Logo - Add a logo file of either .jpg or .png that can be utilized in ReportBuilder
• Close Month Email - Allows customization of the Last Closed Month email
• Invitation Email - Allows customization of the New User Email
• Report Names - Override the standard report names for the Income Statement and the Balance Sheet

Adding a Logo for ReportBuilder

1. Go to Setup > Branding
2. Navigate to the Logo tab
3. Click Choose File to find the appropriate file, which must be a .png or .jpeg file
4. Click Upload Client Logo
5. The file types that are supported to be uploaded within branding are .jpg and .png
   
   
   For more information on ReportBuilder formatting, click here.

Customizing the Close Month Email

1. Go to Setup > Branding 
2. Navigate to the Close Month Email tab
   
   
3. Fill out the form as desired
   
   
4. The email above will appear as follows when delivered:
   
   
   For more information on the Last Closed Month, click here.

Customizing the Invitation Email

1. Go to Setup > Branding 
2. Navigate to the Invitation Email tab
   
   
3. Fill out the form as desired
   
   
4. The email above will appear as follows when delivered:
   
   
   For more information on adding Users, click here.

Report Names - Override Income Statement and Balance Sheet 

Enter the names you would like to use to override the Income Statement and Balance Sheet reports. The names will show in the Dashboard > Financials > Select Report dropdown.