Separate the reporting company from the client
A report header should help a recipient answer two immediate questions: who prepared this inspection record, and which client does the work concern? Those identities can be different even when both organizations contributed to the project. Start with the actual reporting arrangement and enter the company and client names as text. A familiar symbol alone cannot explain whether an organization performed the examination, commissioned the work, owns the asset or received a copy. Clarify those roles before selecting images, especially when a principal contractor, facility owner and inspection subcontractor all appear in the project correspondence.
This guide produces a two-logo preparation and proof record for the free digital NDT reporting workspace. The workspace has separate company and client fields, two image uploads and a browser-generated PDF. It is useful for replacing inconsistent copied letterheads with a clear report identity. The task is limited to presentation and evidence of the chosen identity; adding a logo does not establish who approved the examination or whether its technical conclusions are correct. Keep those responsibilities in their actual report fields and supporting review records.
Obtain the intended image from the right source
Ask the relevant project contact for the image intended for this reporting use, together with any applicable presentation instructions. Keep the response or supplied-file reference with your own project records. A logo copied from an old report may belong to a former operating company or an earlier branding version. An image taken from a web search can be a promotional variation unsuitable for technical documents. The practical goal is to use the organization's supplied identity rather than infer that every visually similar file represents the same current party.
Where the client does not want its mark on third-party reports, leave the client image empty and use the confirmed client name. The PDF remains usable without two images. Do not add a standards publisher, certification body or accreditation mark as decoration to make the report seem more authoritative. If a specific mark is required under an actual agreement, have the responsible organization confirm the permitted treatment. This worksheet records that instruction; it does not decide trademark rights or grant permission. A plain, accurate identity is preferable to an unexplained collection of badges.
Prepare a genuine PNG or JPEG
The upload accepts PNG and JPEG files. Choose a normal exported image from the supplied artwork rather than renaming another file extension. A renamed SVG or PDF is still not a PNG or JPEG. The current browser upload permits a nonempty source file up to five megabytes and checks image dimensions, including a twenty-megapixel ceiling. These are application input limits, not a recommended target size. A modest, clear raster image is usually easier to prepare and review than a very large marketing asset with unnecessary photographic detail.
Keep the original supplied artwork separately and prepare a reporting copy. If the source is a vector file, use an appropriate image editor to export the supported format, preserving the intended shape. Review the exported file before uploading it. A blank image, screenshot containing application controls or a crop that cuts off part of the organization name should be corrected at this stage. Do not enlarge a tiny screenshot repeatedly and expect new detail to appear. Ask for a cleaner source when the only available version becomes unreadable at the intended report-header size.
Remove excess canvas without changing the identity
A logo can look unexpectedly small because its file contains a large empty border. The reporting tool scales the whole image, including that border, to fit the header space. Inspect the image canvas and trim unnecessary surrounding space when the supplied presentation rules allow it. Keep enough margin to avoid cutting off lettering, symbols or any required clear space. This preparation changes the container around the image; it should not stretch the mark, redraw text or remove elements merely to force a preferred appearance.
Test whether the artwork remains clear against a white document background. A pale mark intended for a dark presentation slide may disappear in a report. A transparent PNG can preserve the intended background treatment, but it does not automatically solve poor contrast. A JPEG may already contain a colored rectangle or compression artifacts. Obtain a suitable light-background version where needed. Avoid improvising new colors to match your company's branding when the image represents the client. Keeping the two organizations visually distinct is part of making their different roles understandable.
Upload to the correct party and review the preview
Open the report workspace and expand the company, client and logos section. Enter the company name and client name before choosing the two images; the text provides a reference while reviewing the previews. Use the company upload for the inspection company's identity and the client upload for the agreed client identity. The tool processes the image in the browser and resizes it for a report header. It does not fetch a logo from a company website, and importing a Word or Excel template does not guarantee that its embedded artwork becomes either report logo.
Compare each preview with the intended party. Similar names or a shared parent brand can make a mistaken assignment difficult to notice later. If the wrong file was selected, remove that party's logo and upload the correct image. Check the surrounding name, address and contact text as well; a correct image beside an old company name is still an inconsistent header. Use the preview to identify obvious problems, then generate a draft PDF for the actual layout check. The on-screen upload preview and the printed report header have different sizes and serve different review purposes.
Proof the repeated PDF header at ordinary reading size
The current PDF layout places the company image at the left and the client image at the right of the header, preserving each image's proportions. These images repeat on report pages. The workspace does not provide a drag-and-drop page designer or a control to reproduce any arbitrary customer letterhead exactly. If a required format depends on a different arrangement, establish whether the generated format is acceptable before treating the PDF as the final contractual deliverable. A supported upload is not a promise of exact visual replication of the original template.
Open the downloaded draft at a normal reading scale and inspect more than the first page. Check that both marks are recognizable, the report identifier remains readable and the header does not create confusion about the document's status. Long tables can produce many pages, and a flaw repeated in every header becomes more distracting than it looked in a small preview. Also inspect any landscape layout caused by a wide result table. Record which PDF version was reviewed so the proof decision is tied to a particular output rather than to a general statement that the logo looked fine earlier.
Keep essential identity information in text
Enter organization names in the actual name fields even when the same names appear inside the images. This preserves a text identity when a recipient copies report information, searches a file or views the document without relying on recognition of the artwork. Microsoft's accessible-document guidance explains the importance of meaningful treatment of visuals and accessible document structure. That guidance is about Word; it does not certify a PDF produced by another application. Use the underlying communication principle without claiming that adding a logo makes this report accessible.
Do not put indispensable scope restrictions, approval wording or contact instructions only inside the image. Small lettering embedded in artwork can become difficult to read when reduced, and it is not equivalent to an editable report field. Place the relevant content in clear report text. Where a recipient has specific accessibility requirements, review the delivered file against those requirements through the appropriate process. The logo worksheet can record a presentation concern, but it does not perform an accessibility audit or provide a compliance certificate. Distinguish a readable header from a fully evaluated accessible document.
Work through a fictional subcontractor handover
Consider an invented inspection assignment involving Cedar Examination Services and a client called Harbor Fabrication. The preparer receives a previous report with Harbor's logo on the left and a principal contractor's mark on the right. Copying that arrangement would hide Cedar's role as the reporting company. The preparer first confirms the parties for the current deliverable, enters Cedar and Harbor in the correct text fields, and requests the approved reporting images. The old principal-contractor mark is omitted because its role is not part of the confirmed two-party header.
During proofing, Harbor's supplied image appears very small because the raster file includes a wide blank border. The preparer creates a reporting copy with the allowed excess canvas removed and regenerates the draft. The technical results remain unchanged. The proof record identifies the source image, the revised reporting copy and the reviewed PDF. This fictional case supplies no instruction about those imaginary companies' actual branding rules. It illustrates a practical sequence: confirm roles, prepare the supplied assets, inspect the real output and preserve the decision before distributing a visually polished document.
Keep the proof decision specific to the report version. If another person later replaces the client details or imports a different draft, repeat the identity check rather than carrying forward an approval attached to a different document.
| Observed issue | Evidence to check | Supported treatment |
|---|---|---|
| Old principal contractor mark remains | Actual parties for this report | Remove unrelated image after confirming roles |
| Client image appears tiny | Image canvas and supplied presentation rules | Prepare an allowed crop and proof again |
| Correct image beside an old name | Current report identity instruction | Correct confirmed text and regenerate PDF |
| New artwork requested after issue | Change instruction and issued version | Use a draft revision and document the change |
Diagnose image problems without changing report evidence
If an upload fails, read the displayed reason and address the image itself. Check that the file is a supported format, is not empty or damaged, and falls within the source limits. A browser that cannot decode a file may need a clean re-export from the original image application. Repeatedly renaming the same file will not repair its contents. If the upload succeeds but the artwork is blurry, inspect the source quality and the amount of empty canvas. These are different problems and should not be handled by deleting unrelated report information.
If the PDF cannot embed a saved logo, upload a valid replacement into the draft and generate the file again. Keep an editable backup before making a series of changes to a report containing substantial entered work. Do not alter result values or remove required columns merely to make an image-related export problem disappear. When the required client artwork cannot be made suitable, ask whether a text-only header is acceptable. Record the actual decision. The objective is a truthful, usable report whose identity can be explained, not a report that looks branded at the expense of its evidence.
Treat branding changes separately from technical approval
A client may supply a new logo after the examination has been completed. Determine whether this is a presentation correction, a change in the named contracting party or a broader request affecting the report. A new image alone should not silently rename the organization responsible for work performed earlier. Keep the actual work date, reporting company and client relationship supported by the project record. When the requested change is ambiguous, resolve that identity question before replacing the image throughout a package of reports.
For a report already issued in the application, use the draft-revision workflow rather than attempting to overwrite the issued record. Explain the actual change through the project's correction process and retain the appropriate distribution history. A replacement logo does not create a new technical examination, and the application's Issued status is not a digital signature or independent approval. If an authorized reviewer also approves the revised technical content, preserve that evidence separately. This prevents a minor branding correction from being interpreted as a fresh endorsement of every statement in the report.
A batch of similar reports deserves a small image-control record rather than a folder full of files called new-logo-final. Use a recognizable local filename that distinguishes the party and supplied version without including private project details unnecessarily. Record which prepared image belongs to which report issue, particularly when a customer changes branding during an extended assignment. Before reusing a prior draft, inspect both party fields and both previews again. A copied draft may retain a previous client's artwork even after its project title has changed. The reporting tool does not determine whether a logo and client name belong together, so that simple identity check remains the author's task. It is especially valuable when several reports are prepared in one session.
Retain a concise proof record and move to the report review
Use the downloadable worksheet to record each party, the supplied image reference, the presentation instruction, the prepared file and the reviewed PDF version. Include a concrete issue and outcome rather than a vague tick beside branding complete. The evidence can stay in your project records; the worksheet does not require uploading correspondence or private brand files to a public page. When saving a report to a verified account, remember that the report fields and selected logos are part of that private saved report. An editable local backup also contains the logos and report details.
Once the header is clear, move on to the substantive report review: examination scope, equipment references, procedures, result tables, limitations and conclusions. The procedure draft workspace can help organize reporting requirements for responsible review, while the report buyer-review guide supports checking the delivered record. Neither substitutes for the actual technical decision. A successful logo workflow ends with recognizable parties and a documented proof, leaving the report's credibility to rest on its traceable examination evidence and the people responsible for reviewing it.
Company and client logo proof record
Download this editable CSV for the task described above. Replace illustrative prompts with your own supported facts. The worksheet is a planning aid; it does not establish inspection acceptance or approval.
Download the free workflow worksheetQuestions about this workflow
Which logo image formats can I upload?
The browser upload accepts genuine PNG or JPEG files. It checks the file and resizes the image for the report header. Renaming an unsupported file does not convert it.
Will the software reproduce my original letterhead exactly?
No. The PDF uses its own layout with company and client images in the header. Check the draft output against any required customer format.
Do I need a client logo to prepare a report?
No. You can leave either image empty and use the confirmed party name as text. Follow the actual project instructions for the intended identity.
Does a logo show that the client approved the inspection?
No. A logo identifies a party in the report presentation. Technical review, approval and any required authorization need their own supporting evidence.
Sources and editorial scope
Primary references support the specific context cited in the guide. Worked examples and suggested workflows are NDT Connect editorial guidance. Confirm the documents and authority applicable to the actual assignment.
More guides: reporting workflows
- Delete a Saved NDT Draft While Keeping Open Work
Deleting a saved draft removes that library record. An open copy can remain in the workspace, but it needs a backup or a new save if you want to keep working.
- Bring Equipment References into an NDT Report
Build a dated, checked equipment reference from the instrument actually used and the evidence relevant to that examination. The register and report remain separate records.
- Map Excel Headers into an Editable NDT Report
A usable import starts with the row that explains the results. Map the worksheet deliberately so titles, units and project notes do not become misleading column labels.
- Create a Draft Revision of an Issued NDT Report
An issued version stays unchanged. Use the revision action to prepare a new draft under the same tracked number, then review and issue that version deliberately.
