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Customize the appearance of portals

You can select a header that provides the right look and feel for your firm, modify the firm information that displays in the header, and add your firm logo to the header.

To upload a graphic to replace the entire portal header

  1. In the
    Admin
     tab of the navigation pane, select
    Appearance
     in the Utilities section.
  2. 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.
  3. In the Header Logo section, select
    Browse
    , then go to the image file on your hard drive or network and select
    Open
    , then
    Upload
    .
  4. Mark the
    Use uploaded image
     checkbox.
  5. Select
    Enter
    .

To select a portal header and add text to the header through NetFirm CS

  1. In the
    Admin
     tab of the navigation pane, select
    Appearance
     in the Utilities section.
  2. Go through the header designs, select the header you want to use, and continue to the next step.
  3. In the Customize Header section, select the text color and the alignment for the header text.
  4. 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.
  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. 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.
  8. In the Header Logo section, select
    Browse
    , then go to the image file on your hard drive or network and select
    Open
    , then
    Upload
    .
  9. Mark the
    Use uploaded image
     checkbox.
  10. Select
    Enter
    .
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