You may add your own marketing materials or other relevant documents within your CMA report template and decide 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
Ensure that your document is named appropriately and is descriptive of its intended use. Once you have added a document, it will appear at the bottom of the list.
Image 2: Uploaded custom document appears at the bottom of the 'Report Sections' panel
You may now use your custom document by:
- Changing its order in the report by holding down the arrows with your left mouse button and moving it up or down the list.
- Include or exclude it from your current report by ticking or unticking the checkbox on the right.
- Permanently remove it from your report template by clicking the Bin Icon.