Customize the appearance of portals

In the

Admin

tab of the navigation pane, select

Appearance

in the Utilities section.

To display a different header for specific NetClient CS, NetStaff CS, or Employee Self-Service users, you must purchase a license for the alternate firm header and indicate which users should see the alternate header.

In the Header Logo section, select

Browse

, then go to the image file on your hard drive or network and select

Open

, then

Upload

.

Mark the

Use uploaded image

checkbox.

Select

Enter

.

In the

Admin

tab of the navigation pane, select

Appearance

in the Utilities section.

Go through the header designs, select the header you want to use, and continue to the next step.

In the Customize Header section, select the text color and the alignment for the header text.

Your firm name and address diplay in the

Line 1

–

Line 3

fields by default. To modify the header text, mark the

Override Text

checkbox and enter the desired text.

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.

To change the format of the header text, mark the

Override Style

checkbox and modify the bold, italic, and underline settings.

To display a different header for specific NetClient CS, NetStaff CS, or Employee Self-Service users, you must purchase a license for the alternate firm header and indicate which users should see the alternate header.

In the Header Logo section, select

Browse

, then go to the image file on your hard drive or network and select

Open

, then

Upload

.

Mark the

Use uploaded image

checkbox.

Select

Enter

.