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Letterheads

Letterheads

In RIB CX you can have your own letterheads appear on your RIB CX forms.

Upload Letterhead Via Configuration > Correspondence

To Upload a Letterhead for a Company

  1. Go to Configure.

  2. Modules.

  3. Correspondence.

  4. Options

  5. Click the Letterheads tab.

  6. Choose your file.

  7. Apply to the relevant company from the drop down.

  8. Click Submit.

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To Delete a Letterhead for a Company Via Configuration > Correspondence

  1. Click the red x next to the letterhead you want to delete. 

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Upload Letterhead Via the Contacts Register

To Upload a Letterhead for a Company

  1. Click on the contacts icon on the project tool bar.

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  1. Click on the company name.

  2. Click on the Configure Letterhead button.

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  1. A list of projects is shown where you are a Contact Admin with permission to update branding. Select which Project or Projects the letterhead is to be applied.

  2. When choosing the 2nd or 3rd option you will be able to choose one, many, or all listed projects.

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  1. Select or drag and drop your logo or letterhead to upload.

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  1. Click Save. A live status log confirms which projects were successfully updated.

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8. If a project can’t be updated, it appears disabled in the list, with no action applied.

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To Delete a Company Letterhead Via the Contacts Register

  1. Follow steps 1 to 3 above.

  2. Click Delete

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  1. Click Yes to confirm deletion

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