Briefing Books in ClearPoint can be personalized by adding a cover page, a watermark, or setting up a password to ensure only the intended recipients have access to the report.
Adding or removing a PDF Cover Page
In order to upload a cover page to ClearPoint, you will first need to create a cover page using Word or PowerPoint and save it as a PDF with the same page size and orientation you plan to use for your Briefing Book.
By default, this is 8.5″ x 11″ landscape.
Select Documents from the Control Panel
Click on Briefing Books under Templates
Click on the three dots icon next to the desired Briefing Book
Select Edit Template
A new window will appear with options to edit
Under PDF Cover Page, you will be able to import or drag a file into this area from your library.
Once you are done uploading a cover page, click Save
When generating a report, you will see the first page is the cover page
Zooming in and out on a Briefing Book
The zoom function can be useful if you need to fit more or less items on a page. For example, zooming out to 90% allows more items to fit on to a single page.
Select Documents from the Control Panel
Click on Briefing Books under Templates
Click on the three dots icon next to the desired Briefing Book
Select Edit Template
A new window will appear with options to edit
Adjust the Zoom accordingly using the dropdown menu
Once you are done with your configuration, click Save
Password protecting a Briefing Book
Organizations can add passwords to Briefing Book templates. This feature is useful for those who are sharing sensitive information such as finances.
Select Documents from the Control Panel
Click on Briefing Books under Templates
Click on the three dots icon next to the desired Briefing Book
Select Edit Template
A new window will appear with options to edit
Use the Password field to set the desired password. If this field is left blank, the Briefing Book will not have a password
Once you are done setting a password, click Save
When recipients open the Briefing Book PDF document, they will be required to enter a password.
Adding a Watermark
Adding a Watermark to your Briefing Book can be used to protect or indicate the validity of the Briefing Book. A common usage of this field is marking the Briefing Book as a “DRAFT” so that readers know this report is not yet finalized.
Select Documents from the Control Panel
Click on Briefing Books under Templates
Click on the three dots icon next to the desired Briefing Book
Select Edit Template
A new window will appear with options to edit
Type the watermark text into the Watermark field
Once you are done, click Save
After generating the Briefing Book template, the text indicated in the Watermark field will appear in gray across each page.
Editing page size or orientation
Within the edit window, use the Page Size dropdown menu to select one of the following size options:
Letter: 8.5″ x 11″
Legal: 8.5″ x 14″
A4: 21cm x 29.7cm
Tabloid: 11″ x 17″
Select Documents from the Control Panel
Click on Briefing Books under Templates
Click on the three dots icon next to the desired Briefing Book
Select Edit Template
A new window will appear with options to edit
Use the Page Size dropdown menu to select the best option for you
Under Report Options, you can check the box next to Portrait Mode to switch from landscape to portrait orientation.
Once you are done, click Save
The pages in the Briefing Book are all in portrait orientation
