The Advice Options & Reasons Library 10

• Video: An overview of the Advice Options & Reasons Library
• What is the Advice Options & Reasons Library?
• How do I add a custom Advice Option or Advice Reason to a step?
• How do I add an advice option to a category?
• How do I hide an Advice Option or Advice Reason?

View all 10

The Report Content Manager 15

• VIDEO: How to customise the boilerplate content of your reports and templates using the Report Content Manager
• What is the Report Content Manager?
• What is a snippet?
• How do I create a custom version of a Genovo snippet?
• How do I create a custom snippet?

View all 15

Report Section Manager 6

• Video: An overview of the Report Section Manager
• What is the Report Section Manager?
• How do I create a custom non-wizard section?
• Can I change the position of a custom section in the Report Builder?
• How do I hide a section so it does not show in the Report Builder?

View all 6

Attitude to Risk Profiles 5

• What is the Attitude to Risk Library?
• How do I create a custom set of attitude to risk profiles to use in my reports?
• How do I add an image or table into my attitude to risk profile descriptions?
• How do I hide a set of Attitude to Risk Profiles?
• How do I customise the capacity for loss wording used in my reports?

Brand Themes 6

• What is a brand theme?
• How do I create multiple brand themes for my account?
• How do I create different company details for each brand theme?
• How do I apply a different brand theme to a report?
• Why can’t I create any more brand themes?

View all 6

Brand Theme > Report Theme 7

• What is a Report Theme?
• How do I select another Report Theme?
• How do I create and edit my own Report Theme?
• How do the styles of a Report Theme relate to the content generated in a report?
• What is the difference between a 'dynamic' and 'fixed horizontal' Plan Summary table format?

View all 7

Brand Theme > Report Title Page Image 5

• VIDEO: How to add a background image to your report title page
• How do I add a background image to my report title page?
• What are the optimal dimensions for a report title page image?
• How do I unselect a report title page image?
• Why is the Report Title Page Image icon greyed out on my customisation dashboard?

Brand Theme > Report Footers 4

• How do I add some text to the footer of my report title page?
• How do I customise the content and format of my report footer?
• How do I reset my report footer back to the standard format and content?
• Why is the report page footer inactive for my account?

The GUI Theme 2

• What is the GUI Theme?
• Why is GUI Theme greyed out on my Customisation dashboard?