You may add your own marketing materials or other relevant documents within your CMA report choose which document to include each time you generate a report.
To do this, scroll down to the bottom of the 'Report Sections' panel on the left side of the 'Customise Report' page. Drag and drop a PDF here or click 'Browse' to add a document from your computer.
Image 1: Custom section to upload a document.
Give your document a descriptive name. Once you have added a document, it will appear at the bottom of the list.
Image 2: Locating the custom document.
You may now use your custom document by:
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Changing its order in the report by holding down the arrows with your left mouse button and moving it up or down the list.
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Include or exclude it from your current report by ticking or unticking the checkbox on the right.
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Permanently remove it from your report template by clicking on the bin Icon.