A cover sheet can communicate who you are and reinforce your brand. Adding a cover sheet to your Retirement Product Evaluator report can be completed in a few easy steps.
- Navigate to the workspace settings by clicking the icon in the top right corner (red circle).
- Click "Cover Sheet" on the left navigation menu (red rectangle).
- Complete any or all of the fields: Preparer Information, Brand Logo, Footer Disclosure.
- Note: Data in any fields will cause a cover sheet to be included in a Retirement Product Evaluator report. Removing data from all fields will remove the coversheet from the report.
- To remove cover sheet, remove information from Preparer Information, Brand Logo, and change Footer Disclosure to "Custom Disclosure" and remove all text.
- Note: Data in any fields will cause a cover sheet to be included in a Retirement Product Evaluator report. Removing data from all fields will remove the coversheet from the report.