SiteVault Administration

Learn how to manage users and records as a SiteVault administrator

Add a Site Logo for Invoices (CTMS)

Who can complete this task?
  • Administrators

Overview

You can optionally upload a site logo to display on generated invoice documents in SiteVault. This allows your site to include standardized branding when billing sponsors, CROs, or other external organizations. If no logo is uploaded, the logo space on generated invoice documents will remain blank.

You can upload a logo in PNG, JPG, or GIF format. We recommend using a resolution of 500 x 500 pixels or higher. Please note that the file size is limited to a maximum of 10MB.

  1. Navigate to Administration > Sites
  2. Select site.
  3. Select Edit from the All Actions menu (…).
  4. Expand the Branding section.
  5. In the Site Logo field, upload your site’s logo image file.
  6. Select Save.

Once your logo is uploaded, you can preview how it appears on invoices:

  1. Navigate to Finance > Budgets & Billing > Invoices.
  2. Select any invoice in the Draft state.
  3. Select Preview Invoice Document.
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