Face it, the stock templates for letters and so forth in ClientBase are boring. They are designed that way and are begging for you to modify them to add your own look and feel.
The world is your oyster and on my own, I have my logo up top, a very cool “from the desk of John” below it, the standard mail merge Dear_____ and then a scanned image of my real signature. I think it adds a bit of personalization to it. Play around with it and see what you like. Then when you send emails, set your preference to DOCUMENT TEMPLATE and you are all set.
To add a graphic, signature, or logo,:
GLOBAL DEFAULTS—>DOCUMENT TEMPLATE–> FILE–>LOAD–>load the appropriate document.
You should see the template and the stock signature. Click in the area where you want to place the logo or other graphic.
Click on the teal/yellow icon of a dude walking (stupid I know), navigate to your logo on your computer and then click OPEN.
It should place the logo. Click and hold INSIDE the logo to drag it someplace else if needed. Click and hold the squares surrounding it to re size it if needed. The corner squares will maintain the logo’s aspect. Dragging the squares on the sides or top will distort it.
When you are happy, do a FILE–>PRINT PREVIEW to see if you are cool with it. If so, then FILE–>SAVE (if you want to replace the existing document) or FILE–>SAVE AS if you want to give it a new name.
My suggestion is a new name and if you are using it a lot, preceed it with a few AAAs so it alphabetizes and it is always on the top when you go to use it.
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