Staff Portal

Customizing the appearance of portals

You can select a header that provides the right look and feel for your firm, modify the firm information that appears in the header, and add your firm logo to the header.
  1. In the Admin tab of the navigation pane, click the
    Appearance
     link in the Utilities section.
    note
    If you don’t see this link, you don’t have access to this area.
  2. Do one of the following.
    • To upload a graphic to replace the entire portal header, skip to step 8.
    • To select a portal header and add text to the header through DT Firm Portal, scroll through the header designs, click the header you want to use, and continue to the next step.
  3. In the Customise Header section, choose the text color and the alignment for the header text.
  4. Your firm name and address appear in the
    Line 1 – Line 3
     fields by default. To modify the header text, mark the
    Override Text
     checkbox and enter the desired text.
  5. To change the point size of the text in the
    Line 1 – Line 3
     fields, mark the
    Override Size
     checkbox and select the desired point size for each line.
  6. To change the format of the header text, mark the
    Override Style
     checkbox and modify the bold, italic, and underline settings.
  7. In the Header Logo section, click the Browse button, navigate to the image file on your hard drive or network, and click Open. Then, click the Upload button.
    note
    You can replace the entire page header with an uploaded image. For best results with a variety of monitor resolutions, we recommend that you upload an image that is 2,495 pixels wide by 81 pixels high.
    tip
    To upload a different image file, repeat step 8.
  8. Mark the
    Use uploaded image
     checkbox.
  9. Click Enter.
    tip
    If the logo image doesn’t display correctly in the header, mark the
    Resize image to fit
     checkbox and click Enter.

This article applies to:

  • Product: dt-virtual-office