Help customizing PB templates

[johnsisland]

There is no one to help us customize the existing PB "Templates" and was told to find someone who knows HTML. Would you be willing to help us as now and as we start utilizing PB? You can show me how to tweak one item and then I can update the rest of the templates if that helps.

We are looking to immediately modify or add small things like:

• Change the size of the company logo size
• 2nd pages are hitting the logo and need to adjust where the content of that page starts
• Modify footers to include Company Name, etc

PB Log-in: U = robyn / P = Pbtrial14 Templates: PDF Comparable with images

We would eventually want to create new templates as we utilize PB in the future.

https://www.dropbox.com/sh/lc4zrkiny18o7li/AAC97BITK7JqcJSvemJhJmr1a?dl=0

[johnsisland]

Status?

[CodySwannGT]

Status is backlogged

Here is what we've prioritized over it:

• June: https://github.com/gunnertech/jire2/milestone/12
• July: https://github.com/gunnertech/jire2/milestone/13
• August: https://github.com/gunnertech/jire2/milestone/14

On our call on Tuesday, we should prioritize September's slate

[johnsisland]

Sounds good. I need to know when we're run out of budgeted time, so I can also be planning and managing how fast we can get things accomplished. Thanks

Robyn Flick Marketing Director

John's Island Real Estate Company 1 John's Island Drive, Vero Beach, Florida 32963 772.231.0900 : JohnsIslandRealEstate.com http://www.johnsislandrealestate.com/

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On Sep 1, 2016, at 2:10 PM, Cody Swann notifications@github.com wrote:

Status is backlogged

Here is what we've prioritized over it:

June: https://github.com/gunnertech/jire2/milestone/12 https://github.com/gunnertech/jire2/milestone/12 July: https://github.com/gunnertech/jire2/milestone/13 https://github.com/gunnertech/jire2/milestone/13 August: https://github.com/gunnertech/jire2/milestone/14 https://github.com/gunnertech/jire2/milestone/14 On our call on Tuesday, we should prioritize September's slate

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub https://github.com/gunnertech/jire2/issues/221#issuecomment-244163593, or mute the thread https://github.com/notifications/unsubscribe-auth/AK2AzWDjKlCzJ_v7b87Jc2JeYyRftg8wks5qlxT6gaJpZM4IzEuk.

[CodySwannGT]

@johnsisland - I'm trying to edit the template and I submitted it for approval, but got this notice: https://www.dropbox.com/s/evctrfnn60dywcd/Screenshot%202016-09-12%2009.57.51.png?dl=0

Do you know what that means?

If not, I can follow up with the PB team, but I thought I'd check with you first.

[johnsisland]

Hi Cody, I have no idea what it means.

[CodySwannGT]

@johnsisland while I'm waiting to hear back from them, you wouldn't happen to know how I can preview the changes after I make them?

[johnsisland]

Not a clue. The one template I tried to edit by adding our logo (as they had showed me on a conference call) didn't allow me to see a preview. I feel like the preview option ended after I had tried to upload our logo onto the Letterhead template. I used a 200k logo file (per their requirements) and it gave me some weird error like a preview couldn't be generated, see your administrator. They never got back to me when I asked about it.

[CodySwannGT]

OK. I'll stay on them

[johnsisland]

Ok don't hate me! I just went into the "PDF Comparable with images" template to delete part of the HTML code that shows the "Description" field so it doesn't appear in our reports. We had copied and pasted the original HTML code into a Word file as a backup just incase we screwed it up. We deleted the "description" section but left everything else. It did NOT work, so I pasted the old code back in and now the logo is huge and it doesn't look the same. I don't know how that would've changed it, but it did. Can you help? We won't touch any HTML template code again :]

https://na16.salesforce.com/a0vj0000002SoDD

[johnsisland]

This is how it should look:

https://s3.amazonaws.com/loewy-api-production/00dj0000000ig84eac/41466/files/003j000000pLA0nAAG.pdf

[CodySwannGT]

@johnsisland - I fixed it so it's back to looking like the link above.

Do you want me to remove the "description" column?

Also, I am working with PB to figure out how to change the footer. That isn't part of the PDF template.

[CodySwannGT]

This is done