Configuring Letterhead

Customising the letterhead for all printed documents

In Maintenance mode, press F5 and the following command:

ED DEFINITIONS HEAD.HTM

Then edit it as how you would do to a HTML file.

Commands:

Ctrl + N	New Line
Ctrl + D	Delete line
F9	        Save
Alt + D        Delete the document

Example 1

Logo top left. Address top right.

<TABLE width=100%>
 <tr>
  <td align=left>
   <img src=http://192.168.0.1/neosys/data/xyz/logo.jpg></img>
  </td>
  <td align=right>
   <table style=font-size:80%>
     <tr>
      <td align=left>
       www.websitename.com<br>
       P.O. Box 493, Dubai, U.A.E.<br>
       Tel: +971 4 2222222 <br>
       Fax: +971 4 2222223
     </td>
    </tr>
   </table>
  </td>
 </tr>
</table>

Example 2

Logo top center.

 <p align=center><img src=http://192.168.0.1/neosys/data/xyz/imagefilename.jpg></img></p>

Letterhead Logo File Name Format

1. All letterhead logo files names should in simple “8.3” forma, i.e.

1. MAX EIGHT CHARACTERS plus extension like “.jpg” or “.gif” etc
2. NO PUNCTUATION, SPECIAL CHARACTERS OR SPACES

Otherwise the NEOSYS restore process will corrupt the filename into something like LOGO_M~1.JPG and the logos will not appear on documents.

2. For safety, stick to alphanumeric characters i.e. a-z, A-Z and 0-9 and underscore _

3. It is recommended that you use all upper case or all lower case letters for simplicity but this is not critical.

4. Any lower-case letters will be converted to upper-case on restore however this does not cause a problem.

Checking what file names are actually used for logos

1. Get the document on screen
2. Right click the image you want to check
3. Choose Properties
4. Look at “Address (URL)”. The last bit is the file name.

Customising the letterhead for all accounting documents

Commonly you need a different letterhead (or no letterhead) for accounting documents (eg invoices, vouchers etc).

If so, you need to configure the different letterhead in INVHEAD.HTM instead of HEAD.HTM.

ED DEFINITIONS INVHEAD.HTM

NOTE: If accounting documents should have the same letterhead as other documents then DO NOT create INVHEAD.HTM or, if it already exists, delete it using Alt+D.

Customising the letterhead for transmission certificates

“Transmission certificate” is an option on the Schedule Printout that formats the schedule printout slightly differently so that it can be used as a transmission certificate i.e. a formal document suitable for certifying that advertising has appeared correctly.

The letterhead of a transmission certificate can customised per media vehicle so that the agency can issue them on behalf of the media.

For example we have a schedule for a media vehicle with vehicle code “XXYY”. Only the first vehicle on the schedule is used to determine which custom letterhead is used, if any.

ED DEFINITIONS XXYY_HEAD.HTM

For general information about creating letterheads, see the documentation for creating standard letterhead.

Location of images for letterhead

Placing letterhead images in the local data folder

If users don't have access to the world wide web from their computers then the put images is in the data\xyz folder (where xyz is the database code) and then in the HEAD.HTM file you can put src="http://192.168.0.1/neosys/data/xyz/imagename.jpg". (replace the IP 192.168.0.1 with the real IP and xyz with the dataset name). Do not use just the file name because if a document with such a link goes out over the network then the recipients email program recognizes the mail as a phishing mail and might even block it.

Placing letterhead images on neosys.com

Placing letterhead images on neosys.com means that documents properly show the logo regardless of where they are sent or used AS LONG AS there is access to the web.

1) Using FTP etc., upload the image file to neosys.com in TWO places.

httpdocs/img
httpsdocs/img

2) In the letterhead configuration file, prefix the image file name with //www.neosys.com/img/

For example:

<IMG SRC="//www.neosys.com/img/medialin.jpg" ALT="MediaLine">

Note: Do NOT start the src with http: to avoid browser questions when accessing neosys using https. Neither prefix it with https to avoid browser questions when using http.

Positioning address at bottom of page

This unfortunately cannot be done in NEOSYS due to lack of facility in HTML web pages or at least lack of knowledge of how to do it at the moment.

Many NEOSYS clients print their invoices on pre-printed letterhead stationary in order to get precise branding and the formality of real letterhead.

INVHEAD.HTM to be blank as per wiki so that invoices come with no letterhead from NEOSYS.

Deciding to use portrait or landscape pre-printed letterhead

NEOSYS media invoices use the "date list" mode by default (instead of "date grid" mode as for schedule printouts) and therefore can fit in portrait mode but, since media schedules and plans usually must be printed in landscape mode, it is common to print media invoices in landscape mode too.

Location of HTML files

All html documents output by NEOSYS are put in the data\xyz folder (where xyz is the database code) and deleted automatically after about one hour)

Searching for earlier created letterheads

You can search for all earlier created letterheads in the maintenance mode. This is useful when you have several companies and want to see which companies have been configured with letterheads.

In maintenance mode, press F5

FIND DEFINITIONS HEAD.HTM

Forcing blank letterhead for all accounting documents

ED DEFINITIONS INVHEAD.HTM

and insert one line saying  

Changing the letterhead for all printed documents of a particular division/company

ED DEFINITIONS X_HEAD.HTM

ED DEFINITIONS X_INVHEAD.HTM

(where X is the company code followed by an underscore)

Multiple letterheads in single user version of NEOSYS

Multiple letterheads are provided by using different company codes.

Normally NEOSYS does not provide provide multicompany system for single user price so if the client is only doing the occasional document in other company then perhaps they can edit the document to remove/change the letter head. Editing should be easy enough in Word from the Edit button in Internet Explorer tool bar although after editing they probably have to save it somewhere (anywhere really) in order to print/email it.

If they are just emailing documents then they can edit the email before sending it.

Although it is often not practical, another possible way, is to make the letterhead blank (put just  ) and they could print all documents on real letterhead depending on which company they want. This would still leave the main company name just above the body of the document though.

There isnt a way at the moment in NEOSYS for the user to control if the letterhead is printed or not.

Note that accounting documents may have a different letterhead from all other documents and the accounting letterhead is often set to blank so that all accounting documents (eg invoices and statements) are printed on real letterheaded stationary for stronger impact and formality.