Setup
System Settings
Before you start using Overture, your System Administrator will need to go System Settings and do two tasks:
- Add a logo for your Overture documents
- Add the Default Item Text Note merge text
Add your firm's logo for Overture
- Select Logo from the Paperwork tab. Sdd your company logo to the box on the right.
This logo will differ from the one used for documents, such as proposals, purchase orders, and specifications because it needs to be wide and thin to conform with space constraints of the Overture pages.
Setting up the Default Item Note Text
The Default Item Note Text will use "merge fields" so that you can control what item information is shown under each image on a Standard Page.
For example, in the screenshot below, the default item note text has been set up to show the quantity of items on the first line, the per unit cost on the second.
Some Standard pages are dense with images so do not add more than 3 lines of text in the field below.
Like all data in the System Preferences area, when you create an Overture presentation for a project this default text will be assigned to that presentation. You can change this default text for each Overture presentation for more information click here.
The image below is a Detail page with one image. Below the image you can see where the Default Item Note Text will appear.
When you first start using Overture, you might not know what information you want to set in the Default Item Note Text field. You don't need to be concerned, because you can change this default text within the Overture Presentation Setup and all of the items will be updated. This means each Overture presentation could have different information.