Add an image or a logo, or a photo from a field in the record
Upload a fixed logo inside the template, or link an image to an image or file field in the record so it changes with each record.
Before you start · for owners and managersThe permission to edit document templates
- You need: The permission to edit document templates
Steps
/ menu.An image from a field
The first file in the field prints. The field can be from a linked record, such as the client’s logo customer.logo.
The image doesn’t print, with no error message, if: the field is empty, the file isn’t an image (a PDF, for example), it’s larger than 8 MB, it’s damaged, or the record is outside your permissions.
An image from a web link
An image taken from a link is fetched before printing. Only public links work. Links to internal networks are removed when you save. If the image doesn’t arrive, it doesn’t print. It’s always better to upload the file.
If something goes wrong
A real example
The visit report needs a photo of the alarm panel that the technician took.
- A “Panel photo” image field in the Visits unit.
- An image in the report linked to that field, with the text flowing beside it.
Every report carries its own site photo, with no manual inserting.