Branding Your System

You can customize colors and logos in the user interface to match your brand using the Manage Appearance page.

Note: If you are upgrading from an earlier version of Archer, you must set your appearance. Themes from earlier versions are not converted.

Configurable options

Set the instance name

1. Go to the Manage Appearance page.

   1. From the menu bar, click .
   2. Under Appearance, click Appearance.
2. In the Instance Name section, enter a name for the instance.
3. Click Save.

Configure the environment bar

1. Go to the Manage Appearance page.

   1. From the menu bar, click .
   2. Under Appearance, click Appearance.
2. In the Environment bar section, select Display Environment Bar.
3. In the Name field, enter a name for the instance.
4. In the Background field, select a color.
5. In the Text field, select Black or White.
6. Click Save.

Select your logos

1. Go to the Manage Appearance page.

   1. From the menu bar, click .
   2. Under Appearance, click Appearance.
2. In the Graphics section, do one or both of the following:
   • In the Header field, click Edit.
   • In the Footer field, click Edit.
3. Do one of the following:
   • Select an existing graphic.

     1. From the displayed list, select a graphic.
     2. Click Choose Selected.
   • Add your own image. The image upload control supports only .png, .gif, .jpg, and .jpeg file types.

     1. Click Add New.
     2. Click Select Image.
     3. Select an image from your computer.
     4. Click Open.
     5. Click Upload.
4. Confirm that the image appears in the preview.
5. Click Submit.

Delete logos

1. Go to the Manage Appearance page.

   1. From the menu bar, click .
   2. Under Appearance, click Appearance.
2. Choose one of the following:
   • To change the header, under Header, click Edit.
   • To change the footer, under Footer, click Edit.
3. Select graphic to delete.
4. Click Delete Selected.
5. Confirm your selection.

Set the field name alignment

1. Go to the Text section of the Manage Appearance page.

   1. From the menu bar, click .
   2. Under Appearance, click Appearance.
   3. Go to the Text section.
2. In the Field Name Alignment field, choose one of the following field name alignments:
   • Right
   • Center
   • Left

   A preview of the alignment displays in the Preview field.

3. Click Save.

Update field name contrast

Contrast in records and questionnaires is improved with bold field names. Field name contrast is enabled by default.

1. Go to the Text section of the Manage Appearance page.

   1. From the menu bar, click .
   2. Under Appearance, click Appearance.
   3. Go to the Text section.
2. In the Field Name Contrast field, clear or select Bold Field Names.
3. Click Save.

Reset the appearance

1. Go to the Manage Appearance page.

   1. From the menu bar, click .
   2. Under Appearance, click Appearance.
2. Click Reset to Default.