Tutorial: Custom Branding (Professional)

Custom Branding: Complete Professional Tutorial

Create professional, branded reports with your firm's logo and information.

What You'll Learn

• Uploading your logo
• Setting firm information
• Configuring logo position and size
• Previewing branded reports

Accessing Branding Settings

1. Click "Branding" in sidebar
2. Located under Professional features

Setting Your Firm Name

Step 1: Enter Organization Name

1. Find "Firm Name" field
2. Enter your organization name
3. This appears on all reports

Example: Smith & Associates, P.A.

Where It Appears

"This document certifies that Smith & Associates, P.A. utilized the ObituaryMonitor Active Watch engine..."

Uploading Your Logo

Step 1: Prepare Your Logo

Requirements:

• Format: PNG, JPG, or SVG
• Size: Max 500KB
• Recommended: At least 200x200px
• Best: Square with transparent background

Step 2: Upload

1. Click "Upload Logo" or drag & drop
2. File uploads and previews
3. Check the preview image

Step 3: Adjust Size

Select logo size:

• Small - 15x15mm (subtle)
• Medium - 20x20mm (balanced)
• Large - 28x28mm (prominent)

Step 4: Choose Position

• Left - Standard left-aligned
• Center - Centered header
• Right - Right-aligned

Live Preview

The page shows a live preview of your PDF header with your logo and firm name.

Saving Your Branding

Step 1: Review All Settings

• Firm name entered
• Logo uploaded
• Size selected
• Position chosen

Step 2: Save Changes

1. Click "Save Branding"
2. Settings saved immediately
3. All future reports use new branding

Where Branding Appears

• PDF Match verification reports
• Case summary reports
• Negative search certificates
• Exported documents

Tips

• Use high-resolution image
• Transparent background works best
• Test at different sizes
• Keep colors consistent with your brand

Next Steps

• Tutorial: Generating Reports
• Tutorial: Case Management
• PDF Export Options