Custom Stamps

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Custom Stamps

The Custom Stamps tab is where Administrators can create system-wide "public" stamps and individual users can create their own "private" custom stamps.

 

Click Custom Stamps.
 
The following page displays:
 
UserSettingsCustomStamps

 

 

Creating a New Custom Stamp

 

Custom stamps can be created from two sources:

an existing image file

by entering a personal text message

 

Note:  By clicking Make Public, you can mark a custom stamp Public, making it available to all Sage Intacct Paperless users.

 

 

Custom Stamps from Image Files

 

Custom stamps can be created from existing image files saved in the following supported formats:

 

.bmp

.gif

.jpg

.png

.tiff

 

 

1.In the Custom Stamps page, click Add+button-mh.
 
The following Custom Stamp Properties page displays:
 
CustomStampPropertiesBlank
 

2.In the Name field, type the name of the custom stamp.

3.For the Background Color, accept the defaults or modify the Background Color field, and adjust the Transparency level of the stamp background if necessary.

4.For the Border, accept the defaults or modify the Border Color fields, and adjust the Transparency level of the border surrounding the stamp as appropriate.

5.You can choose from any (or all) of the following Custom Stamp Options:

Make Public. Check this box to make the stamp available to all Sage Intacct Paperless users.
Non-Administrators do not have the option of making the stamp available to all Sage Intacct Paperless users. Any stamp created by a non-Administrator can only viewed by the individual who created it.

Show Creation Date. Check this box to display the creation date above or below the stamp.

Show Added by User. Check this box to display the name of the user who created the stamp above or below the stamp.
 

6.In the Text Options, Text field, enter any text that you want to display in addition to the image.
Note: Custom stamp text displays over the custom stamp image.
 

7.Adjust the Transparency level if necessary.

8.Determine the size of the text font and use the Font field dropdown to select.

9.In the Image Upload section, click Add New Image,AddLogoButton ,  to browse and select the image file to import.
You can click the Edit Image icon, EditImage, to modify the image.
To delete the image, click the Remove Image icon, DeleteImage .
 

10. Click Savebutton3.
 
When you have created your custom stamp, the page resembles the following:
 
CustomStampGrid
 
Note:  Click the checkmark to view the custom stamp in the Preview section.

 

 

Custom Text Stamps

 

Custom text stamps can be created with any text.
 

1.In the Custom Stamps page, click New Custom Stamp.
 
The following Custom Stamp Properties page displays:
 
CustomStampPropertiesBlank
 

2.In the Name field, type the name of the custom stamp.

3.For the Background Color, accept the defaults or modify the Background Color field, and adjust the Transparency level of the stamp background if necessary.

4.For the Border, accept the defaults or modify the Border Color fields, and adjust the Transparency level of the border surrounding the stamp as appropriate.

5.You can choose from any (or all) of the following Custom Stamp Options:

Make Public. Check this box to make the stamp available to all Sage Intacct Paperless users.
Non-Administrators do not have the option of making the stamp available to all Sage Intacct Paperless users. Any stamp created by a non-Administrator can only viewed by the individual who created it.

Show Creation Date. Check this box to display the creation date above or below the stamp.

Show Added by User. Check this box to display the name of the user who created the stamp above or below the stamp.
 

6.In the Text Options, Text field, enter any text that you want to display in addition to the image.
Note: Custom stamp text displays over the custom stamp image.

 

7.Adjust the Transparency level if necessary.

8.Determine the size of the text font and use the Font field dropdown to select.

9.In the Image Upload pane click the edit image, Editimagegreencircle-mh , to make modifications to the image.
 
CustomStampPropertiescomplete-mh
 

10.Click Savebutton3.
 
When you have created your custom stamp, the page resembles the following:
 
CustomStampGridTextStamp
 
Note:  Click the checkmark to view the custom stamp in the Preview section.