Table of Contents
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In this setup task you’ll create Notion optimized firm graphics and input your firm address and preferred branded document footer.
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Checklist
Firm Logo Icon
- [ ] Save a 280px x 280px graphic file of your firm logo (.png works the best).
- [ ] To optimize your logo for both light and dark mode, the background should be transparent.
- [ ] Upload your firm logo by doing the following:
- [ ] Click on ⚙️ Settings at the bottom of your sidebar
- [ ] Under “Workspace” click on “Emoji”
- [ ] Click “Add Emoji” and upload your firm’s logo. Make sure you name it as well.
- [ ] This same process can be utilized to load the logos of your primary consultants and clients into your workspace.
Page Header
- [ ] Create a 1500px X 600px page header for your firm. The actual logo/graphics should be centered within a 1170px X 230px area. (This will keep your logo from getting cropped, regardless of what device your pages are viewed on.)
- [ ] ctrl + ↗️ Firmwide Standards Blocks to open the page in a new window.
- [ ] Within the Firmwide Standards Blocks page replace the “Form Header” with the header you just created by doing the following:
- [ ] Click on the three dots (”more actions”) at the upper right of the image.
- [ ] Click on 🔄 Replace
- [ ] Click on “Upload File” and navigate to where you’ve saved your header file.
- [ ] The “Letterhead” image is intended to be a simplified version of your firm header more suitable for printing. Replace this image using the same process as above.
- [ ] You will be uploading both of these files to multiple template pages during the setup process but the Firmwide Standards Blocks will continue to serve as the branding hub for your Whole Firm Template.
Page Footer and Firm Info
- [ ] Within the Firmwide Standards Blocks page replace the “Form/Letter Footer text with whatever you would like to serve as the footer
- [ ] Enter your firm address in the area below the footer text.
- [ ] Both your firm address and footers have now been updated across all forms/letterheads in your Whole Firm Template.