Advisors can easily customize the information that appears on the cover page of Silver Financial Planner.
The information planners can customize for the cover page includes:
Go to the [Options] menu and select [Customize Advisor Information]. [Cover Page Text] and [Cover Page Logo] will display as two tabs along the top of the window (shown below.)
Go to the [Settings] tab, sections for [Cover Page] and [Cover Page Logo] will display.
Note: Permission settings in Silver Online may limit your ability to view or change information under Settings. Users with an administrator role will have an [Administration] tab where the cover page information can be set as the user defaults.
Page Header, Page Footer, Page Numbers, and Draft Options:
Report page customization applying to all report pages include the page header and options for a custom page footer, page numbers and draft status indication. This information will be used for every plan created in Silver. After you have customized this information, the Silver report pages will reflect your changes.
The report title [ 7 ] is located on the same input as the report cover page text. The single report footer
[ 8 ] line that displays below the standard two line footer is entered in the same section. The client name
[ 2 ] is carried forward from the Names/Ages data input and is the same name as used for the cover page report. Draft indication [ 9 ] that displays on the top left of each report page and page numbers [ 10 ] that display on the bottom right can be turned on or off under Report Selection.