The Word report
This is easy. Go to Customisation > Upload logo and follow the simple on-screen instruction. The logo should be uploaded as an image file (e.g. ...
Fri, 26 Apr, 2024 at 7:52 PM
What is a favicon? A favicon is an icon associated with a website, typically displayed in the address bar of a browser accessing the site or next to the...
Fri, 26 Apr, 2024 at 7:53 PM
User details Writer users can change their name, job title and qualifications (e.g Chartered Financial Planner) via Account admin > Your details. ...
Fri, 26 Apr, 2024 at 7:53 PM
Within Genovo, it is possible to upload a headshot and / or signature image for a user. This can be done: 1) By the user If the user is a Writer us...
Fri, 13 Sep, 2024 at 4:59 PM
As part of the standard customisation suite, Genovo provides all the functionality you need to customise every element of your report title page to reflect ...
Fri, 26 Apr, 2024 at 7:53 PM
The default report title that is automatically inserted into the Report Title Page is fixed and remains the same each time. However, it’s worth remembering ...
Fri, 26 Apr, 2024 at 7:53 PM
Using Report Section Manager, it’s really easy to add a new section called ‘Back Page’. This can be a single section that’s available to all five Genovo rep...
Thu, 26 Sep, 2024 at 5:15 PM
The Table of Contents (ToC) is typically only used in the Suitability Report and Review Report 2.0 report types. The rationale for this is that the three ot...
Wed, 20 Nov, 2024 at 3:08 PM
A table of contents is automatically included in the Suitability Report and Review Report 2.0 Report Types. If you make any changes to your report in Wo...
Fri, 26 Apr, 2024 at 7:53 PM
For some time now, there have been different schools of thought as to how much information about a client’s circumstances you should include in a suitabilit...
Fri, 26 Apr, 2024 at 7:53 PM