Customization for DOCX, HTML, and PDF Formats

Owned by DevaDarshini.S
Last updated: Jul 09, 2024
2 min read

Select the DOCX format from the Formats section, the available customization will be displayed in the Customize section.

NOTE:
Here DOCX, HTML and PDF formats have same customize options. In this example will see the DOCX format customization.

image-20240709-071335.png

  1. Logo

    1. Select the logo from the Customize section. Select the preferred logo, it displays on the right side of the screen.

      image-20240709-072833.png

    2. Click Browse Files to open up file wizard and choose the image that you need to upload. You can also select more than one image to be uploaded.
      NOTE: You can also drag and drop files in the file upload panel directly.

    3. After the image is selected, click Update to add the uploaded images.

      Toast message for the successful update of the logo displays.

       

  2. Refer to Contacts, Data Type Format, Delivery Information, Output File Name Pattern and Default Export Properties for customizing the report in DOCX, HTML and PDF formats.

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