Branding

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Revision as of 15:08, 8 September 2020 by Mark (talk | contribs) (Colors & Styles)

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Overview

As part of the implementation process, SmartSimple or its partners typically configure the look and feel of your system. If you have Global Administrator privileges, you can change the look and feel of your system at any time. This article explains how you upload logos and change the system colors to align your system with your brand.

The branding settings effect multiple areas of the system.

List View page as seen by Administrator
Object View page as seen by Administrator
Settings page as seen by Administrator
Portal home page as seen by an applicant

Configuration - Essentials

You must have Global Administrator access to modify the systems logo and colors.

You can upload a logo that will appear in the header for all users. This logo appears at the top left of all screens. Typically, people upload their organization’s logo, unless they have created a special logo for their system. If you don’t have a logo, you can enter text.

Logo appears in the header of all pages.

Logo Specifications

Size 112 pixels high is recommended. Try to keep the width under 250 pixels as wide logos will be scaled down.
Format PNG on a transparent background recommended. JPG and GIF are also accepted.
File Size 10 – 20 KB is recommended.

  1. Click on the Menu icon which looks like 9 squares in the top right of the header.
052919 MenuIcon.png
  • Select Global Settings.
  • Click on the Branding tab.
  • For Logo click on the Browse… button, which looks like an open folder and select the desired file you want to upload.
  • Click the Upload button.
  • Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).

Favicon

The favicon is short for Favorite Icon. Depending on your browser and operating system, this icon may appear on your tabs, in your bookmarks, and on user’s desktop.

Favicon in browser tab

Favicon specifications

Size 48 pixels high by 48 pixels wide.
Format PNG or ICO is recommended.
File Size 5 – 10 KB is recommended.

How to upload the Favicon

  1. Click on the Menu icon which looks like 9 squares in the top right of the header.
052919 MenuIcon.png
  1. Select Global Settings.
  2. Click on the Branding tab.
  3. For Favicon click on the Browse… button which looks like an open folder and select the desired file.
  4. Click the Upload button.
  5. Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).

Logo Text

The Logo Text setting is used to set the Alt text on the logo. The Alt text will appear if there is no image or if the image fails to load. This text is also used by assistive technology such as screen readers for the visually impaired.

Compact Header

Use the compact header for a cleaner and more streamlined look. This header option is recommended and gives you more screen real-estate to work within. Note this setting applies to all users of the system.

Compact header

How to enable the Compact Header

  1. Click on the Menu icon which looks like 9 squares in the top right of the header.
052919 MenuIcon.png
  1. Select Global Settings.
  2. Click on the Branding tab.
  3. Toggle on Enable Compact Header.
  4. Click the Save button.
  5. Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).

Colors & Styles

Beyond uploading image files, you can adjust the colors and some styles. If you choose to change the colors in your system, make sure you maintain a contrast ratio between fonts and backgrounds of 4.5 or greater to ensure you meet with accessibility standards (Section 508 and WCAG 2.0) Here is a tool you can use to check your contrast ratio https://webaim.org/resources/contrastchecker/. Also: note that color settings affect multiple areas in the system, and all color settings affect all users. For example, the colors an administrator sees are the same as the colors an applicant sees.

How to modify the Colors & Styles

  1. Click on the menu icon which looks like 9 squares in the top right of the header.
052919 MenuIcon.png
  1. Select Global Settings.
  2. Click on the Branding tab.
  3. Click the Colors & Styles link.
  4. Click on the desired color picker to choose a new color or enter a Hexadecimal value (example: #000000) or choose a style.
  5. Click Save.
  6. Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).

Color & Styles settings explained

Global Settings

Mandatory Field Font Color The color of all fields set as mandatory. Typically, the mandatory field color is set to #D81A01 which is a shade of red. This red has enough contrast to meet with Accessibility guidelines.
Mandatory Field Style Any question that is set as mandatory will be by default prefixed with an asterisk *. Alternately, you may change the caption color to the mandatory field color, instead of showing an asterisk.
Link The color of all text links.
Link Mouse-Over The color displayed on text links when you mouse over the link (hover).
Link Underline Any text links will be underlined by default. You have the option to turn off underlines.
Button Font Text and icons inside buttons will use this color. Typically, this is set to white.
Button Background Buttons will be this color. Typically, buttons are set to a dark color for contrast. Popular colors are blue, grey or purple. Red and green are generally avoided as they are associated with error and succes messaging.
Button Foreground If you want a gradient on your buttons, choose a slightly lighter hue or tint of the background color. This setting gives buttons a slight 3D appearance. Typically, the button foreground and background are set to the same color giving buttons a flat look.
Highlight When the user clicks into an input or tabs to an input the focus will move to that input. When an input is in focus that input background will change from white to the color chosen in this setting. This setting gives an extra layer of visibility and differentiation for the currently selected input. Typically, this is set to a light tint of yellow such as #F7F4DA.

Main Heading Settings

Main Heading area with compact header setting On
Main Heading area with compact header setting Off


Font Main menu links and the main menu icon uses this color.
Background The header background uses this color. The logo will appear over this color, as will the other text in the header. Typically, a dark color looks best for the header. Make sure there is a contrast ratio of 4.5 or greater between the background color and the font setting to ensure your systems is accessible.

Navigation Settings

Navigation Settings Area
Heading Font Text color on the user menu and on the related objects menu (object left navigation).
Heading Background Color behind the text on the user menu and on the related objects menu.
Menu Icon Header Font This setting is not used with the compact style header. If you click on the Menu icon using the old-style header you will see many links. These links are grouped under headings such as Tools and Help. This setting controls the icon color of these headings. Typically, the heading background color is used for this if the heading is set to a dark color.

Title Settings

Title Settings Area appears on portal sections set to the default theme
Font Text in the title area found in areas like the personal dashboard and on portal sections using the default theme. Typically set to a dark color like #000000.
Background The background color of the title area. Typically set to a light color like #EEEEEE.
Bottom Border If you want a line under the title bar of a portal section to give more separation use this setting. Typically, it is the same color as the background to give a flat look but sometimes a slightly darker shade of the same color is used here such as #CCCCCC.

Sub-Title Settings

Layout - Title Bar custom field as seen on object pages
Heading as seen by administrators seen on setting pages
Font Text color for title bars and headings in the system. Typically set to a dark grey.
Bottom Border Underline color for title bars and headings in the system. Typically set to a color or light shade of grey.

List Settings

List Settings Area
Heading Font Text color for table headers. Typically a dark color such as the header color is used.
Heading Background Table Header background color. Typically a version of the of the header color at around 15% opacity. Note the header font and background color inverse when the header of a column is clicked. The sorting icons for list views are an opacity of the Heading Font, so be careful with the colors you choose to ensure you meet with accessibility standards for color contrast. You can use this tool to check font and background contrast https://webaim.org/resources/contrastchecker/
Top Border A line at the top of each row in the table to give differentiation between rows. Typically set to white.
Bottom Border A line at the bottom of each row in the table to give differentiation between rows. Typically set to a light grey.

Configuration - Advanced

Importing/Exporting Colors & Styles

You can import and export your colors and styles settings from one system to another, or save a copy of your colors and styles for archival purposes. For example, you can make changes and test them on your backup or development system and then when you are happy, apply all your changes at once to your production system.

How to export and import colors and styles between systems

  1. Click on the Menu icon which looks like 9 squares in the top right of the header.
052919 MenuIcon.png
  1. Select Global Settings.
  2. Click on the Branding tab.
  3. Click the Colors & Styles link.
  4. In the action bar located near the header click on the Export Styles button.
  5. A modal window will open. Copy the code in the modal window.
  6. Go to the system where you want to apply these styles.
  7. Follow steps 1 to 4 above.
  8. In the action bar located near the header, click on the Import Styles button.
  9. Paste the styles you copied into the modal window of the desired system.
  10. Click the Import Styles button on the bottom of the modal window.
  11. Click OK on the alert.
  12. Close the modal window.
  13. Click Save.
  14. Reload the page in your browser with a forced cache refresh (CTRL + F5 on the PC).

Sample colors and styles file

Here is a sample color and styles file you can download and import into your system. It will give you a blue header like the screenshots in this wiki.

File:Sample-colors-styles.txt

Tip: Uploading images

When you upload images to your system, always size the images to the desired dimensions and save to the desired file format with compression. Image optimization is typically done in photo editing software such as Adobe Photoshop. Larger images can take several seconds to download and display so take the time to ensure your image file size is around a MB or less.

In regards to file formats JPG and PNG are the best options for your system.

JPG/JPEG Joint Photographic Experts Group is a lossy format best for photos of people and landscapes.

PNG Portable Network Graphics is a lossless format that supports transparency and is best suited for logos and graphics.

Tip: Sourcing imagery

Don’t have photos to use in your system? Here are some websites that offer copyright free stock photos for commercial use. Find the images you want, crop and size the images then upload them into your system.

https://unsplash.com/

https://gratisography.com/

https://morguefile.com/

https://pixabay.com/

https://www.stockvault.net/

https://www.pexels.com/

https://picjumbo.com/

https://www.rawpixel.com/

https://www.reshot.com/


You may also want to check out the following paid stock photo sites.

https://www.iStockphoto.com

https://www.Shutterstock.com


For free icons

https://www.flaticon.com/