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Account Profile, Logo and Address for Document Header
Account Profile, Logo and Address for Document Header

Learn how to enter in your businesses information, upload your logo, and enter in your address, which will automatically create the document header in you account.

Angel Horowitz avatar
Written by Angel Horowitz
Updated over a month ago

Uploading Logo

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  1. Click on "Settings"

  2. Click "Upload Logo" on the top blue navigation bar

  3. Click "Choose File" on the Upload Logo form to browse for your logo image file on your computer (eg .jpeg, .gif). *The file cannot be a PDF

  4. Click "Save"

The uploaded logo will appear on exported documents created within DaySmart Vet once the logo is uploaded, such as invoices and rabies vaccination certificates.

Editing Account Profile

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When you first click into the settings module, you will see your account's profile within the top section. This is where you will need to enter in your business information.

The information entered into the account profile will be used to make a header on right side of all exported documents. The email address entered will be the email address that sends all correspondents out of your system.

How to edit profile:

  1. Select "Edit Profile" on top left

  2. Fill in applicable account information

  3. Select "Save Changes" on the top left

Verifying Email Address: Once you edit your profile, and change or add an email, you should receive a task within the next 30 seconds or so that prompts you to check your clinic email. Please do so and look for a message from Amazon Web Services. In that message you'll see a long hyperlink. Please click that link to complete the verification process. When you see "Congratulations!", the address is verified. If you receive no email, the address has already been verified.

DKIM Keys: If you have your own business email domain, please contact DaySmart Vet Support to get DKIM setup for your web domain. Before calling, please be sure you have access to your website hosting provider (i.e. go daddy).


Editing Account Address

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  1. Click on "Settings"

  2. Click on "Configurations"

  3. To add a new address, please select "New Address" with the green + icon

  4. Complete the form that appears

  5. To view the current address, please select "View Addresses"

  6. Click the gear icon to the right of the line item and select edit address

  7. Complete the form that appears

  8. Click “Save"

We use Google Maps to automatically complete your address. Select your address from the options that appear, and the rest of your address will automatically be filled in.

To view how to add or update your credit card on file, please click here .

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