Creating a theme

When you create a new theme, you can base it on the default theme or on an existing theme. The new theme inherits the elements of the default or existing theme, which you can change to suit your requirements. By basing a new theme on an existing theme, you essentially duplicate (or clone) the theme.

Tip: Click Save at intervals while you work, to ensure that your user session does not time out.

1. On the home page, click Administration.
2. In the Administration area, click Themes.
3. Click Create Theme.
4. In the Theme Name box, type a unique name for the theme.
5. From the Based On list, select the theme that you want to base the new theme on.
6. In the Service Name box, type a name that describes the Web site:
   • If you are creating a theme for your company, type your company name (for example, ABC Print Company).
   • If you are creating a specific theme for a customer, type a name that describes the customer’s site (for example, Customer A).
7. In the left pane, click Login Screen.
8. To upload an images that you need for your site theme:
   1. Next to the Background Image box, click the browse button, , and navigate to the required image.
   2. Select the required image and click Open.
      The selected image appears in the Background Image box.
      
   3. Next to the Brand Image box, click the browse button, , and navigate to the required image.
      
   4. Select the required image and click Open.
      The selected image appears in the Brand Image box.
      
   5. Next to the Login Image box, click the browse button, , and navigate to the required image.
      
   6. Select the required image and click Open.
      The selected image appears in the Login Image box.
9. Click Preview to test your theme.

10. In the left pane, click Header.
11. To upload an image for the header, next to the Header Image box, click the browse button  and navigate to the required image.
12. Select the required image and click Open.
    The selected image appears in the Header Image box.
13. In the left pane, click Footer.

14. In the Footer area, perform any of the following steps:

    To	Do this
    Customize existing footer links (By default, your system includes the Privacy, Terms, and Contact footer links.)	Next to each footer link, type the URL to the file that contains your custom information.
    Add a new footer link	Click the button.  In the Caption column, type a unique name for the link. In the URL column, type the URL to the file that contains the content.
    Delete a footer link	Select the footer link you want to delete, and click the button.

15. In the left pane, click Color Scheme.
16. In the Color Scheme area, for each UI element that you want to customize, under Color, click the color-patch to choose a color from a palette.
    A color-patch preview appears next to the code. Confirm that the color-patch preview is the color that you expect.
17. In the left pane, click Terminology.
18. In the Terminology area, for each term that you want to customize, including those associated with secure link e-mails, under Current, select the name of the term that you want to modify, and in the Replace With column, edit the name of the term as required.
19. In the left pane, click Customer.
20. If you want to apply this theme to a particular customer (not to the entire system), in the View list, set a customer filter.
21. Click Create when you are satisfied with your theme.