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Company Settings - Company Information
Company Information can be edited by clicking the pen icon next to each field. This information will pull through to any digital outputs to create: Once the changes the have been made, click ‘Save’ ...
Company Settings - Branding
Your brand colours can be added here – you will need the HEX code of your primary colour and secondary colour. If you click in the colour drop down box, you will be able to select the colour or enter the RGB: A Company Logo can ...
Company Settings - Terms & Conditions, Disclaimer and Risk Questionnaire Message
The Terms & Conditions, Disclaimer and Risk Questionnaire Message areas allow you to add your own wording which will appear on digital outputs. Edit by selecting the pen icon to the right of the field: Add in your Terms & Conditions text and ...
Organisation Growth Rates
Set default growth rates for your organisation for use in the research journeys. The growth rates set will be used as default values for deterministic projections for user defined holdings and when determining ceding schemes yields in Switching res...
Our company logo is appearing too large on the report - why is this?
The logo file you have uploaded is too large. You will need to update the logo size to approximately 150x150 (this will depend on the size/shape of the logo)
Can we include our regulatory statements on communications and reports?
Within Configuration , under your Company Settings you can enter Terms & Conditions and a Disclaimer. Th is text will appear on reports and emails sent from your system. ...
Can I upload my own branding?
Within Configuration , under your Company Settings b randing options can be set to apply your preferred primary and secondary colours and Company logo to appear on reports and emails . See article Company...