• How do I change my template?

  The appearance of the Clientexec client area is controlled by templates. If you have your own custom template, first you would upload it to your Clientexec install to the 'templates' folder You can then activate the theme in the Clientexec admin section: Go to Settings Company Public Style Select your template in the 'Template' dropdown. Also ensure you select 'Yes' for the 'PSome readers

• Customize the Header, Body and Footer

  If you want to add additional information to the header, body or footer on your Clientexec theme, you can go to Settings Company Customize HTML. Select the template you want to edit (typically default) and you can then add your own custom code to the header, body or footer. You can also add there your own company logo to be displayed. You can use this features to customize the look, or even prSome readers

• How do I remove the branding from Clientexec?

  If you want to remove Powered By Clientexec branding at the bottom of your Clientexec installation you will need to purchase a Branding-Free license. You can purchase this here. This removes the branding from the Client side only. If you want to update your current license to a Branding Free license just contact us.Some readers

• Add Your Logo

  To add your own logo to Clientexec just follow these steps: Upload your logo (you can upload to your site using ftp or file manager). in Clientexec admin go to Settings Company Customize HTML Enter the url to where your logo is located in the box under Custom Logo for Client Portal Scroll down and click the Update Settings button.Some readers

• How to add a new template

  If you have a custom CE template that you want to use on your Clientexec, you will need to upload it to your Clientexec templates folder. To activate it, follow these instructions.Few readers

• How do I view a specific template by URL?

  If you wish to preview a different Clientexec template you can add: to the end of the url, here is an example of the full link: This is useful if you are developing your own theme and want to preview it while allowing your clients to continue to view the default style. (Please be aware that this will set a cookie in the users browser to use the template you specified in the URL. ) IfFew readers

• How to change Favicon

  To change the favicon image used in Clientexec you will need to connect to the site using ftp or file manager. You can then upload and overwrite the current favicon.ico file that is in the Clientexec root folder. If you need to convert a png image to a favicon.ico file you can use a site such as https://favicon.io/Few readers

• Alerts are Under The Header and Clients Cannot View Them

  In some instances you may have added a large logo and your header now overlaps alert messages causing your clients not to be able to view them. For now a quick fix for this would be to either: Reduce the height of your logo. Or in Settings Company Customize HTML, add this code to the header:Few readers

• Add A Login Form To Third-Party Website

  If you wish to add a login form on your external website that links to your Clientexec installation, you can use a form like this: Notes: do nFew readers

• How to create an external registration form

  If you want to create an external registration form on your website linking to your Clientexec, you can use a form like this:Few readers

• Additional Links On Client Portal

  To add an additional link to the front page Client Portal you need to create a snapin. Here is a sample snapin code: In this example the name of this php file would be: PluginMainbox.phpFew readers