3.5.5 Branch

Accessed via Workbench -> Settings

See a 'how-to' video: Branch Settings

This tab allows you to create different branches for your company. 

Each branch can then be customised. You can have different branch addresses and different email addresses to use.

In the block area within a block, you can decide under which branch the block is. 

Branch Branding

You can also have different branding for different branches. 

Copy Images From Another Branch

If you manage multiple branches, you can copy existing images from another branch instead of uploading them again. It will only be permissible if there are more than 1 branch.

You can then alter 4 different image files across the system when it comes to the branding:

Branch Logo - Small

Used primarily in the Property Portal.

Branch Logo - Large

Used primarily in the Block/Unit Budget Certificate.

Branch Letterhead

Used in all letters within the system such as the demands or credit control letters. 

Branch Signature

Used across many letters and certificates such as the Budget Certificate or Payment receipts. 

If you click on Upload Image, you will be presented with a pop up modal that allows you to upload and re-size the image to the correct dimension based on each image type. 

If the images are uploaded with the correct pixel dimensions, it is automatically uploaded and does not need to be resized. 

When you click on Preview, you will be able to see the image file against a relevant document in which it gets used. 

By default, these placeholder images are created for any new branch that is added. 

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