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Exports & Share information - Adding confidentiality statement to a Briefing Book
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.

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Written by Fernando Montenegro
Updated over a week ago

A confidentiality statement is a type of footer that appears at the bottom of each page in all briefing books and PDF page exports. It serves as a reminder that the information contained within the document is not to be shared without authorization.
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Add a confidentiality statement to a Briefing Book or page export

  • From the Control Panel click on System Settings

  • Select System setup

  • Click on Report Options under Standard Features

  • Make sure you are in the Report Options tab

  • Under PDF Export Confidentiality Statement, enter the text of your confidentiality statement.

  • Once you are done with the changes, click Save

The confidentiality statement will now appear in the footer of all Briefing Books and PDFs generated from the account.

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