Adding a confidentiality statement to a briefing book or page export | ClearPoint Strategy

Adding a confidentiality statement to a briefing book or page export

A confidentiality statement is a type of footer that appears at the bottom of each page in all briefing books and PDF page exports. This article shows you how to add, edit, or remove a confidentiality statement.

Under System Settings, click on Admin Options.

Click on Report Options.

Click on the Report Options tab. In the PDF Export Confidentiality Statement field, enter the text of your confidentiality statement. If you don’t want a confidentiality statement to appear, simply remove all text. Click Save.

The confidentiality statement will now appear in the footer of all Briefing Books and PDFs generated from the account.