Can I use my company logo with iManage?
Yes. Once you are logged in to your iManage web account, navigate to “Settings” then “Customisation” and upload your logo at the top, then save the changes.Note: You cannot change the structure of job sheets, quotes or invoices, only the visual elements such as colour, logos and backgrounds.
Can I change the colour scheme on my iManage App?
Yes, you can change the colour scheme on your web account and/or your app. Simply log into your iManage web account, navigate to “Settings” then “Customisation” and under the ‘Web Portal Layout’ select the colour you want for either your web account (Admin Theme Colour) or your app (App Theme Colour). Ensure you save your settings to make the changes live.
Can I customise my job sheet, invoicing and quotation PDF’s?
Yes. The background of the PDFs are fully customisable. To change your layout, log into your iManage web account, navigate to “Settings” then “Customisation” layout. Click here for more in-depth instructions on how to customise PDFs.Note: You cannot change the structure of job sheets, quotes or invoices, only the visual elements such as colour, logos and backgrounds.
I’ve adjusted my background layouts but now my invoices aren’t loading, what’s the problem?
Due to iManage being a SaaS product, this requires certain procedures to be followed in order for the system to run as smoothly as possible. The main reason your PDFs may not generate after adjusting them is likely to be due to the file size of the layout. Background layout sizes need to be as low as possible (under 350kb) – if they go over this size, the system will be unable to process the PDF correctly. We recommend using Photoshop to change your layouts, then once done editing, click File>Save for Web and select the PNG-8 format option at the top right of the save window. This usually compresses the layout down to about 100kb which is perfect, play around with the save settings to get the size as low as possible without compromising on the quality.
There are fields I need on my job sheets that aren’t currently available, can you add these to my job sheets?
Although we have designed iManage to be as widely available to all industries and trades as possible, occasionally there are people that need some custom fields on their job sheets specific to their area of trade. If this is case, we can customise your iManage account to add the additional fields required. This will incur a one off fee for the bespoke development work. Please contact the iManage support team here for more information.
Can you design me a brand new layout for my job sheets?
We certainly can – we would be very happy to quote for a bespoke layout for your job sheets, invoices and quotes. Click here to send us a Customisation Enquiry