This is feature is not available for Core clients, you will not see this option in your menu.
Custom Text Screens
Above the menu you will see.PNG?version=1&modificationDate=1542190462000&cacheVersion=1&api=v2&width=20&height=25){kind=small}
> Custom Text. You will be presented with a list of screens where custom text can be added, similar to the below.
Select the screen you want to edit. The new editor is a WYSIWYG (What You See Is What You Get) HTML editor.
A full user guide for the editor can be accessed by clicking the help icon 
in the toolbar and following the link displayed.
You can preview your custom text at any point by clicking the Preview button. The current custom text will be displayed at the bottom of the screen.
Note: If custom text has been enabled on the worker dashboard you must have [summary] underneath the custom text to have the dashboard widgets displayed below the custom text.
Including Images In Your Custom Text
To add an image to your custom text you will first need to upload it by clicking the green Upload Images button. This is available from the list screen and from within the edit screen.
NOTE: We recommend uploading all the images needed before editing your custom text. When you upload the image you have to click 'Save New Image' to upload further images and repeat this process until all images have been uploaded.
Once you have uploaded your images, they will be displayed below the editor, with the appropriate URL needed when adding an image.
Click the Insert Image 
button on the editor toolbar to insert an image, then enter the url of the image you wish to insert and click OK.
Carousel
It is possible to add a carousel (also known as an image slider) to your custom text screens. To achieve this you will need to be comfortable editing html source code. You will also need to have some images uploaded to use within the carousel. From the editor toolbar click the Source button 
and paste in the relevant html source. Example carousel source code is shown below:
<div data-carousel-delay="3000" data-carousel-height="200" data-carousel-width="1200" id="carousel"> <div class="cover" style="font-family:gotham; font-size:15px;"> <div class="carouselpanel"> <table> <tbody> <tr> <td> <img border="0" height="200px" src="/uploadedImage/view/image1.png" width="900px" /></td> <td style="padding:20px;"> <p style="font-size:20px; padding-bottom:20px;"> 1 Lorem Dolor Ipsum...</p> <p> Lorem ipsum dolor sit amet, consectetur adipiscing elit</p> </td> </tr> </tbody> </table> </div> <div class="carouselpanel"> <table> <tbody> <tr> <td style="padding:20px;"> <p style="font-size:20px; padding-bottom:20px;"> 2 Lorem Dolor Ipsum...</p> <p> Etiam tempor condimentum tristique.</p> </td> <td> <img border="0" height="200px" src="/uploadedImage/view/image2.png" width="900px" /></td> </tr> </tbody> </table> </div> </div> </div> |
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Bespoke Contractor Dashboards
If you would like this feature enabled please get in touch with our Client Account Management Team.
We have introduced a new feature allowing you to have different custom text homepages for specific groups of contractors, this gives you greater flexibility on the information you want to provide your contractors with. This is controlled by applying a specific financial tag to your custom text screen, then applying the appropriate financial tag to your contractor. You will have the ability to create multiple bespoke custom text screens.
How does it work?
Make sure you have your financial tags set up in the first instance.
Custom Text Screen Steps:
Click on the System Configuration Cog in the top righthand corner, within the Appearance panel click on Custom Text
Scroll down to the bottom of the page and select Worker Dashboard under the Dashboard heading. Create your custom text.
If you wish to have the dashboard widgets available please make sure you enter [summary] below your custom text.
Untick visible to all users and select the appropriate tag value. Click Save Template.
You will see all custom text screens you have set up under the dashboard panel.
Any contractor with the same financial tag will see the appropriate custom text screen.
The custom text worker dashboards can be deleted or edited. Workers without any financial tags, will get the default worker dashboard without custom text. You can also can the worker's financial tag and this will chance their custom text screen accordingly.