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Templated Documents - Upload Custom Image

By default, the only images available to Templated Documents are the site Logo, and the default Animal Photo. There may be times where you wish to customise your templated documents to include other images, such as the signature of your treasurer or CEO, or the logo of a partner organisation. 

This feature allows you to do this. 

If you are uncertain of this process, contact support@shelterbuddy.com for assistance. 

To upload an image: 

  1. Go into the Administration menu and search for Templated Documents, then click the link. 
  2. From the Templated Documents menu, find the link Upload Files for Templated Documents [tip: it should be right at the bottom]
  3. Clicking the link will open a modal similar to the one used when uploading an image to an Animal's record. 
  4. To load an image, simply drag and drop into the modal, or tab the upload bar and search for the image in your files. 
  5. The image will automatically upload.
    • If you attempt to upload anything that is not an image (e.g. PDF, or Word documents etc), it will fail to upload. 
  6. Once the image is loaded, it will display the current image in the centre of the modal, just as it does for an Animal record. At the top left of the image is a link to download, and links to rotate or crop the image. Beside that is a link that looks like a chain: this is the Link icon. 
    Screenshot_2023-01-28_115123.png
  7. Click on the link icon, then click Ctrl + V or right-click and select Paste to paste the link into the document. 
    • Clicking the link will feel like it doesn't do anything - you won't see any visible change.
    • Pasting the link into a new document will look something like this: /storage/image/0718aad87b904fa09d67d2c47dc3c340-1674180144-1674180144-jpg
  8. The image will now format for the new document. 

To upload the image to a document: 

  1. Go into the Administration menu and search for Templated Documents, then click the link. 
  2. From the Templated Documents menu, find the link for the document you wish to work with. 
  3. Load the document you wish to work with
  4. In the Icons at the top, find the icon for Image. 
    Screenshot_2023-02-02_064650.png
  5. A modal will open that looks like this: 
    Screenshot_2023-02-02_064738.png
  6. Paste the link you got from Upload Files for Templated Documents into the field marked URL
  7. Click Confirm
  8. You can resize the image by pushing or pulling the corners to make it fit as you like. 
  9. Save your work when you're done!