How to upload design assets
Once the assets have been designed and exported, they will need to be uploaded to the CMS. While most of the app design assets are uploaded in the same place, other assets will need to be uploaded to other places in the CMS. See below for where each asset needs to be uploaded.
To upload app design assets
App design assets, such as the phone background image, and phone, tablet and generic header images, are all uploaded to the same place in the CMS. App > Appearance is also where the colour scheme for the App can be set. These assets and colours will appear throughout the App.
- Navigate to App > Appearance from the Navigation Menu
- Upload relevant assets
- Click Save
To upload CMS icon
- Navigate to Project Configuration > Project from the Navigation Menu
- Click the Details tab
- Click Choose File and select the relevant file
- Click Save
To upload email header image
The email header image is the image that will appear on every email sent from the CMS. E.g. exporting notes from the App or leads from the Capture App etc.
- Navigate to Project Configuration > Emails from the Navigation Menu
- Click the Design tab
- Click Upload and select the relevant file
- Click Save
To upload custom icons
- Navigate to App > Main Menu from the Navigation Menu
- Click Manage Custom Icons
- Drag and drop icons to be uploaded
To upload a new page banner
- Navigate to App > Banners from the Navigation Menu
- Select Create New Banner from the right-hand options
- Input a Title and select a Target Page
- Click Save
- Navigate to the page banner and click +
- Select the image to upload
- Click Save
To upload interactive sessions holding screen
- Navigate to Interactive Sessions > Settings from the Navigation Menu
- Click the Images tab
- Click + and select the image to upload
- Click Save
To view design in-app
- Navigate to Dashboard from the Navigation Menu
- Click the App, Google or Web link on the App Available Via tile
- Enter the Event Code to access the project and view uploaded design