To Add New Representative
Once the iA application has been opened. (from the Integris Sync program)
You may do the following:
- At the top menu, you should see a Representative option. Click it. It will now open a new window.
- At the top menu of this new window choose File->New
- You can then select the big LOGO button on the right to replace with a new logo.
- You'll need to make sure the logo has a high of no more than 500px.
- Follow these instructions on resizing a logo (https://www.loom.com/share/ee7f86d58d984c578ee2dc5a7f32a788)
- I've attached an already resized logo to this email for ya :D Simply download it.
- Fill in all the other information in the boxes
- Once you've selected the new logo. Goto File at the top left of the Representative window and goto Save.
To Change Data
Once the iA application has been opened. (from the Integris Sync program)
You may do the following:
- At the top menu, you should see a Representative option. Click it. It will now open a new window.
- You should see a drop down menu in the Existing Section. Choose the Advisor you wish to change the logo for.
- All the text boxes should now be pre-filled, simply change the data in question
- Once you've selected the new logo. Goto File at the top left of the Representative window and goto Save.
- If Save is disabled then you may need to change a text field and then change it back since for some reason it doesn't detect logo changes.
To Change Logo
Once the iA application has been opened. (from the Integris Sync program)
You may do the following:
- At the top menu, you should see a Representative option. Click it. It will now open a new window.
- You should see a drop down menu in the Existing Section. Choose the Advisor you wish to change the logo for.
- You can then select the big LOGO button on the right to replace with a new logo.
- You'll need to make sure the logo has a high of no more than 500px.
- Follow these instructions on resizing a logo (https://www.loom.com/share/ee7f86d58d984c578ee2dc5a7f32a788)
- I've attached an already resized logo to this email for ya :D Simply download it.
- Once you've selected the new logo. Goto File at the top left of the Representative window and goto Save.
- If Save is disabled then you may need to change a text field and then change it back since for some reason it doesn't detect logo changes.
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