Skip to main content

How to Add a Custom Logo to Pre-Assessment PDF Exports (CRM)

You can display your organization's logo on Pre-Assessment (PAA) PDF exports instead of the default Dazos logo. This is commonly requested for compliance and branding purposes. Because this change requires backend configuration, it is handled by the Dazos

Before You Begin

  • Prepare your logo file in a standard image format (e.g., PNG or JPG). Make sure it is a high-quality version — email signature images or low-resolution files will not meet the upload requirements.

  • Note that the logo must also be set on the main CRM page as part of the same configuration. The Dazos Support team will handle both.

Steps

  1. Prepare your logo file. Export or save your organization's logo as a clean, high-resolution image file. Do not use a logo embedded in an email signature, as this will not meet the requirements.

  2. Contact Dazos Support. Submit a request to the Dazos Support team and attach your logo file. You can reach support through the Intercom chat or by emailing your Customer Success Manager.

  3. Support completes the configuration. The Dazos team will upload your logo and apply it to both your Pre-Assessment PDF exports and the main CRM page.

  4. Review the updated PDF. Once the team confirms the change is complete, generate a Pre-Assessment PDF to verify your logo appears correctly.

Verification / Expected Result

After the configuration is complete, your organization's logo will appear on all Pre-Assessment PDF exports in place of the Dazos logo. The same logo will also be reflected on the main CRM page.

Troubleshooting / Common Errors

  • ⚠️ Logo file rejected: If Support requests a different file, ensure you are providing a standalone, high-resolution image — not a logo cropped from an email signature or a low-resolution file.

  • ⚠️ Logo not appearing on PDFs after confirmation: Try generating a new Pre-Assessment PDF after clearing your browser cache. If the issue persists, contact Dazos Support.

Related Resources

  • How to Configure Pre-Admission Assessment Fields by Level of Care (CRM)

  • How to Push Pre-Assessment (PAA) to Alleva EMR for Clinician Review (CRM)

  • How to Add a Logo to IQ Invoices (Patient Collections Module) (IQ)

Did this answer your question?