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
Adding a Logo for ReportBuilder
- Go to Setup > Branding
- Navigate to the Logo tab
- Click Choose File to find the appropriate file, which must be a .png or .jpeg file
- Click Upload Client Logo
- 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
- Go to Setup > Branding
- Navigate to the Close Month Email tab
- Fill out the form as desired
- The email above will appear as follows when delivered:
For more information on the Last Closed Month, click here.
Customizing the Invitation Email
- Go to Setup > Branding
- Navigate to the Invitation Email tab
- Fill out the form as desired
- The email above will appear as follows when delivered:
For more information on adding Users, click here.
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