You can download a  covering letter for every report you create within Genovo. The letter will be automatically populated with the client's address (assuming this information has been saved in the Client Library), and you can fully customise the content of the letter to reflect your advice process and content preferences.


How to download a covering letter


You'll notice a download cover letter icon at the bottom of the Report Builder. Simply click on the icon and the covering letter for that report will download as a separate Word document.



How to add a client's address


There are some optional address fields at the bottom of the Add / Edit Client pages of the Client Library. The information you include here will be automatically inserted within the {Address} tag within the covering letter.



 When writing a report to multiple clients the address of the primary (first selected) client will be used in the covering letter.


Salutation


There is an optional 'salutation' field within the Client Library. If this field has been completed for a particular client, the information included here will be inserted within the {SalutationOrClient} tag within the covering letter, otherwise it will default to the client's name.


How to customise the covering letter


The content of the covering letter can be easily customised in the usual way via the Report Content Manager. On visiting the Report Content Manager you'll notice that a section entitled 'Covering Letter' at the top of the section drop down.



There are 2 new snippets within the Covering Letter section:


Cover Letter (Suitability Report) - This contains the content of the covering letter that will be generated for your suitability reports. 


Cover Letter (Review Report) - This contains the content of the covering letter that will be generated for your review reports.