How can I change the overall look of my evaluation (eg text fonts and sizes) or brand the evaluation to my company?

You can include elements into the evaluation design that reflect your company's brand and image.

To do this you will need to create an evaluation template and then select it on the Evaluation Options page. When creating a template you will be able to:

  • add a logo to the header of the evaluation
  • choose the borders and colours
  • edit the font styles
  • Add HTML headers and footers

 

To create your new template, follow these steps:

  • Click on the My Projects tab and then on the title of any project which contains at least one evaluation. This will open the Manage Evaluations page.
  • On the Manage Evaluations page, click on the [Edit] icon next to the name of any evaluation.
  • On the Edit Evaluation page, click the Manage Templates link at the top of the page (located to the right of the template drop down menu).
  • On the Manage Templates page, click the [Create Template] button at the top right of the page.
  • On the Create Template page, choose the 'Create a new template'  option to create a completely new template, or the ‘Copy an existing template’ option to modify an existing template.
  • On the Edit Template page, make the changes you require then click the [Save] button at the bottom of the page to save the new template.

Once you have created your new template, you can then choose it from the drop down menu on the Edit Evaluation page.

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