Appearance - Branding

Modified on Tue, 25 Jun, 2024 at 12:44 PM

Appearance - Branding

From Company Name, Logo & links, to Message & Document Headers. Appearance Settings will help you brand & style your Snoofa related Client facing site & documents.

SETTINGS > System Settings > Appearance

Appearance Settings

How-To Set Appearance

Here is what you need to know, for setting your systems look & feel.

Branding Form Fields

Form Field	Explanation
Company Name	As the name would suggest, this should be your Company Name.
Backlink	Usually the URL (website address) you have as your Homepage.
Logo	Your Company Logo image, which displays on various documentation & your Snoofa webpages
Favicon	Your Favicon Company image, which can display on bookmarks, tabs, shortcuts, etc.

Next within Branding we have the ability to customise some Document & Webpage areas, e.g., Document Headers & Webpage Footers. Some sections have Available Variables which you can add, e.g., Name, which changes according to the Clients name. The Variables take the following form, {name} in the case of Clients name & {homepageUrl} in the case of the URL you want to link to your Homepage.

Client Messages

Client Message Header	The Header of Client Messages that are being sent out. With Available Variables {websiteUrl} {logoUrl}
Client Message Footer	Also part of the Client Messages being sent out, but the Footer. With Available Variables {name} {position} {email}

Paperwork

Title & Text Colour	As the names suggest, allows you to change the text colour of related paperwork.
Show Hammer Price On Collections	The option to show or not, the Hammer Price of Sold Lots, that are not marked as sensitive. On the Collections document.
Show Hammer Price on Settlements & Invoices	This option is to show or not. the Hammer Price on Settlements & Invoices.
Print Additional Address page	Option to enable an additional page showing a Client's address, ideal if sending documents by traditional postage mail.
Document Header	Allows you to have a header on documents that would usually mean contains your Company Logo. The available variables, are {logo} {companyRegisteredAddress} {companyContactPhone} {companyContactEmail} {pageNumber} {pageTotal} {documentName} which if used will populate the header with the related data. The data that populates many of these variables can be found in SETTINGS > System Settings > General
Document Simple Footer	Your option for Document Simple Footer contents which show on Viewing Sheets, Saleroom Notice List & Collection Receipts. With available variables {logo} {companyRegisteredAddress} {companyContactPhone} {companyContactEmail} {pageNumber} {pageTotal}
Document Detailed Footer	Your option for Document Detailed Footer contents which show on Invoices and consignment agreements. With available variables {logo} {companyRegisteredAddress} {companyContactPhone} {companyContactEmail} {pageNumber} {pageTotal}
Consignment Last Block	Allows you to have content of your choice on the Last Block of Consignment paperwork.
Invoice Last Block	Allows you to have content of your choice on the Last Block of Invoice paperwork.
Settlement Last Block	Allows you to have content of your choice on the Last Block of Settlement paperwork.
IC Settlement Last Block	Introductory Commission or Introducer Commission (IC), this box allows adding & editing within the Last Block of Settlement documents.
Consignment Terms & Conditions	Terms & Conditions of your choosing, specially for going on Consignment paperwork.
IC Disclaimer On Consignment	Introductory Commission or Introducer Commission (IC), this gives the ability to add or edit a Disclaimer on Consignments related to IC.

Invoice Document Explained

Image Alt Text

Web

Web Footer	Enables you to customise the Websites Footer.
Custom CSS - Styles For Web	Enables you to override the default styles of the Website. Not something you want to play with, unless you understand CSS.
Custom CSS - For Client Section	Enables you to override the default styles of the Client Section of the Website. Not something you want to play with, unless you understand CSS.

Client Zone FAQs

Title	Your Title (the question) for a FAQs.
Content	Your Content (the answer) for a FAQs.
Add FAQ	Just click the Add FAQ button to add FAQsmore.

More How-To Guides

Valuation Days - Settings

Valuation Days is a wonderful tool to help you arrange & organise Valuation Days. Below what you need to know about the Settings.

See more here: Valuation Days - Settings