As a Business+ brokerage admin, you can upload your own custom logo into dotloop for use on your document templates. Your uploaded logo appears in logo placeholders on documents in your association library or can be manually added to any document in the Templates section. Follow the steps in this article to learn how to upload your logo and add your logo to documents, as well as some helpful ways to size your logos correctly.
The most important thing to note before you begin is 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, predetermined size. You can find the size of this placeholder by opening the document and noting the size as shown below. Logo placeholders show the size of the width, followed by the height, and is denoted in pixels.
- Uploading your logo
- Adding logo placeholders to your documents
- How to resize your logos
- How to preview your logo on your documents
- FAQ and more
Uploading your logo
This opens a window that allows you to choose a logo image file from your computer. Select the file and click Open.
That's it! Your new logo is uploaded and will be applied to any documents with logo placeholders.
Note: Logos have to match the logo placeholder size on the documents to work, and you can only have one logo per size
If you want to add a logo of a different size, you can add multiple logo fields. Your logos would need to be two different sizes Repeat steps 1-3 with an updated desired size version of logo.
Adding logo placeholders document templates
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 image 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 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 file that matches the size of the placeholder. So, if your logo is 100x100 pixels, you must place a logo placeholder that is also 100x100 pixels.
How to resize your logos
As we have noted in the previous steps, it is important that your logos match the size of the logo placeholders on your document templates. For documents you have manually added these placeholders to, you can resize the placeholder itself to match the size of your logo. 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 image file. Here are some quick videos showing you how to resize your logo based on your operating system:
How to preview your logo on your documents
When you view documents in the Templates section of your account, the logos will not appear. In order to preview the logo on a document, you must open or create a loop and add the document you wish to preview to the loop. 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!
FAQ and more
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 documents 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 placeholder or logo so that they both match. We cover both of these scenarios above.