As a Business+ brokerage admin, you have the ability to upload your own custom logo into dotloop for use on your document templates! This allows you to have your logo placed on association documents that come set up with an area for your logo, or for you to add places to your document templates that will apply your custom logo. In this article we will walk through uploading your logo, adding your logo to documents, as well as some helpful ways to size your logos correctly.
The most important thing to note here is that your logo must match the size of the logo placeholder. On your own document templates you can resize these placeholders, but on association documents, these placeholders will all be a single, pre-determined size. You can find the size of this placeholder by opened the document and noting the size as shown below. The placeholder will show you the size of the width, followed by the height, and denoted in pixels.
Uploading your logo is quick and easy! To begin the process, you will want to ensure that you have your logo saved to your computer, in an image file format.
Next, while in your admin profile, navigate to your templates section.
You will now click on the section labelled DOCUMENT LOGOS on the left menu.
This section is where all your uploaded logos will be housed. You can see any previously uploaded logos here, nothing their size below them (as denoted in pixels).
To add a new logo, click on the +NEW DOCUMENT LOGO button at the top.
This will open up a window that will allow you to navgiate your computer for your logo image file. Select the file and choose to Open.
That's it! Your new logo is uploaded and will be applied to any documents with logo placeholders!
As an admin, you have the ability to add logo placeholders to your document templates. How this will work is you will enter your document, add the logo placeholder, size it to match your uploaded logo's pixel dimensions, and then save. It's that easy!
First, let's open up one of your document templates. At the top of the page, hover over the ADD menu.
Now, choose the ADD DOCUMENT LOGO option.
You will now see your document logo placeholder following your mouse around. This is so that you can ensure proper placement on the field. Don't worry though, once you place your field you will be able to move it and resize it! Once you have your logo in the spot you want it to be placed, just click your mouse once.
Once placed, you will see the logo placeholder, as well as it's pixel dimensions. This is helpful so that you can resize the placeholder to fit your logo size. To resize this field, you can do so one of two ways. First, you can click on the field, then while hovering over it, you will see an arrow appear at the bottom right corner of the field. Click on this arrow, hold down your mouse, and you can drag the field out to resize it.
The second option is to click on the field, then at the top of the page under MORE... > ADVANCED you can open the Advanced options window to manually enter the dimensions of the field.
It's important to note that the logo placeholder will insert the logo that matches the size of the placeholder, so, if your logo is 100x100 pixels, you will want to place a logo placeholder that is also 100x100 pixels.
As we have noted in the previous steps, it is important that your logos match the size of the logo placehodlers on your document templates. For documents that you have placed these placeholders on, you can resize the placeholder itself to match the size of your logo, but if the document is one provided by your association, you will not be able to resize the logo placeholder. In these instances it will be beneficial to resize your logo itself. Here are some quick videos showing you how to resize your logo based on your operating system:
Q: Who is this available to?
A: At this time, uploading document logos is only available to our Business+ customers and can only be uploaded by an admin profile.
Q: Can I request my docuements to have logo placeholders setup by dotloop?
A: Due to the customization requirements of your personal logos, all document templates for your company will have to have document logo placeholders placed on your documents by you, therefore we will not be able to set these up on your behalf.
Q: When will my logo be applied to a document template?
A: All document logos will appear automatically on your document templates when that specific document is added to a loop. No action will be required by your agents to apply these logos!
Q: My agent uploaded one of my documents, which has a logo placeholder, but no logo appeared on the document, why is this?
A: The document logo placeholder must match the size of your document logo. If they do not match, then you will want to either resize the plaeholder or logo so that they both match. We cover both of these scenarios above.