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Search results for:briefing-books

ClearPoint Setup - Branding Briefing Books
ClearPoint lets you customize briefing books to match your organization's branding guidelines… Select Documents from the Control Panel Choose Briefing Books Select the Briefing Book you… Select Documents from the Control Panel Choose Briefing Books Select the Briefing Book you
Exports & Share information - Manage Briefing Book templates
This article explains how to manage Briefing Books templates in ClearPoint… Select Documents from the Control Panel Click on Briefing Books under Templates Click on… Select Documents from the Control Panel Click on Briefing Books under Templates Click on
Exports & Share information - Creating and selecting Briefing Books content
This article explains how to create and select what content to include in Briefing Books templates in ClearPoint… Briefing Books in ClearPoint compile all the important information from different pages into one comprehensive… You can customize Briefing Books to meet your organization's needs to share the most relevant information
Exports & Share information - Editing a Briefing Book Template
This article explains how to edit a Briefing Books template in ClearPoint… Briefing Books in ClearPoint can be personalized by adding a cover page, a watermark, or setting up a… Select Documents from the Control Panel Click on Briefing Books under Templates Click on
ClearPoint Setup – Branding Detail Pages and Reports
ClearPoint lets you customize pods, table styles, briefing books, headers, and footers to match your organization's branding guidelines
Exports & Share information - Adding confidentiality statement to a Briefing Book
This article explains how to add a confidentiality statement to a Briefing Book in ClearPoint… Add 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
User Types - Updater user
Briefing Books… Select Documents from the Control Panel Click on Briefing Books under Templates Click on… Select Documents from the Control Panel Click on Briefing Books under Templates A list of previously
Getting Started Guide - Exporting Your Reports
Briefing Books… Select Documents from your Control Panel Under Templates click on Briefing Books Click on… Add content to your Briefing Book
User Types - By Scorecard user
No matter which Scorecard you are in, you can always create and generate Briefing Books Briefing Book… Briefing Books… Select Documents from the Control Panel Click on Briefing Books under Templates Click on
User Types - Scorecard Admin
Briefing Books… Select Documents from the Control Panel Click on Briefing Books under Templates Click on… Books