• 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 to Add Your Custom Logo to Clientexec

  You can personalize your Clientexec installation by adding your company’s logo to the client portal. Follow these simple steps: 📤 Step-by-Step Instructions 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. ![](https://storage.crisp.chat/uFew 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

• Adding a Clientexec Login Form to Your External Website

  If you’d like users to log in to Clientexec directly from your main website, you can embed a simple login form that redirects to your Clientexec installation. 📄 Sample Login Form Below is an example form you can add to your external website: <form method='post' name='login' action='http://yourdomain.com/path_to_ce/index.php?fuse=admin&action=Login'> <div id='youEmail'><input type='text' name='email' placeholder='Email Address'></div> <div id='youPassw'><input type='passwoFew 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.Few 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

• How do I view a specific template by URL?

  If you wish to preview a different Clientexec template you can add: ?template=template_name to the end of the url, here is an example of the full link: http://yourceinstallation/index.php?template=template_name 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

• 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: <style> .header {z-index: 10 !important;} .alert {z-index: 1002 !important;} </style>Few 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: <?php include '/home/user/public_html/clientexecpath/library/utilities/setup_environment.php'; ?> <form method="post" action="clientexecpath/index.php?fuse=home&action=createaccount" class="support-ticket-form"> <input type="hidden" value="<?php echo CE_Lib::getSessionHash(); ?>" name="sessionHash" /> Name: <input type="text" name="guestFirstName" /> <inpFew 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.php <?php require_once 'modules/admin/models/SnapinPlugin.php'; class PluginMainbox extends SnapinPlugin { public function getVariables() { $variables = array( 'Plugin Name' => array( 'type' => 'hidden', 'description' => '',Few readers