How do I add my letterhead in Prolegis?

The look and feel of your documents is important to us.  We are willing and able to help you set up your document headers and footers.  If you would like to set up your document on your own or if you’d like to make a modification, this tutorial will walk you through the process of setting up your Precedent Styles.

You’ll access Precedent Styles by opening the Firm > Settings > Precedent Styles layout.

There are three general sections in Precedent Styles:

1. Header
2. Page
3. Footer

Header

You can select the type of Font, the Size of the Font and the color of the Text in your Header.  If you do not choose a color, the default is black.

To upload your logo for the Header, you can either drag and drop or upload your logo file (png, jpeg, etc.).  Once uploaded, you’ll need to click Save.  

To add your firm’s address, or the names of the individuals that are assigned to a particular matter, click + Section next to Text Sections.  You will name your section then click the blue edit pencil.  You can now use fields from the system to have your header automatically update based on the information on the particular matter.

Now that the logo and information fields are part of your header, you can modify the location of the logo and the text sections in your header.  To do so, you’ll click “Design”.  In design you can modify the placement of the logo and text fields in your header.  You can also adjust the height of the header by adjusting the numeric value in the field in the top right hand corner.

To either increase or decrease the space between your header and the text in the body by inserting either a positive or negative number in the field beneath "Margin between header and body”.

Body

You can select the type of Font, the Size of the Font and the color of the Text in your Body text. If you do not choose a color, the default is black.

You can also select the format for the date and time in your documents.  

You can also select the margin width by adjusting the numeric value in those fields.  

If it is your firm’s practice to insert the initials of the lawyer and staff that are assigned to the file, you can select the format of the initials that will be inserted beneath the signature on correspondence.

If your firm has a watermark that is a part of your document, you can insert the watermark in the body of the document by dragging or dropping the image file.

Footer

You can select the type of Font, the Size of the Font and the color of the Text in your Footer. If you do not choose a color, the default is black.

To upload an image for the Footer, you can either drag and drop or upload your logo file (png, jpeg, etc.). Once uploaded, you’ll need to click Save.

To add your firm’s address, or the names of the individuals that are assigned to a particular matter, click + Section next to Text Sections. You will name your section then click the blue edit pencil. You can now use fields from the system to have your footer automatically update based on the information on the particular matter.

Now that the image and information fields are part of your footer, you can modify the location of the logo and the text sections in your footer. To do so, you’ll click “Design”. In design you can modify the placement of the logo and text fields in your footer.  You can also adjust the height of the footer by adjusting the numeric value in the field in the top right hand corner.

To adjust the appearance of the page number, click the Page Number Style button and select the format of the page number.