This video tutorial explains how Writer and Reader users can make any final tweaks to the content of a draft report that's been created by a Writer user...

Within Genovo, users can interact with a report on two different levels: Within the Report Builder; and / or Within the Report Editor. The Report Bu...

Version control is the concept of managing and keeping track of any changes to a record, file, document or, in the context of Genovo, a report.  It works on...

Both Writer and Reader users can easily add comments and track the changes made to a report (much like they would in Word) using the Comments and Track Chan...

Having finalised a report in the Report Editor and changed the Report Status to 'Published', it is possible for Writer and Reader users to upload an...

Writer and Reader users can use the Report Status feature within the Report Editor to monitor the progress of a report and easily highlight which stage it i...

Writer and Reader users can use the Send email notification feature within the Report Editor to send other Writer and Reader users within their account an e...

Advisers / Planners who are having their reports written for them by paraplanners / admin staff, and have been added to their Genovo account as a Writer or ...

Account Owners and Account Admins can customise the rating names and how many different ratings show in the 'Adviser Report Ratings' feature for the...