How do you create a Custom Appendix?

Modified on Wed, 22 Apr 2020 at 11:34 AM

From the Custom Appendices page in the Content Management area, select the "Create a New Appendix" button, located on the top right hand side of the screen, just underneath the "Log Out" button.

This will open up a pop-up box which provides the opportunity to enter the Custom Appendix name and the type of report the Custom Appendix will be attached to.

By clicking on the 'Create Appendix' button in this pop-up box, the user will be re-directed to a design wizard, similar to the wizard when building a report or letter. The main page of this wizard is called 'Appendix Content'; this is where the user inputs all of the content for the appendix.

At the top of the page, in the first text box, the user must enter the Appendix Title (e.g. About Our Costs and Charges).

The section below offers the user various methods on how to input and style the content of the Custom Appendix. It is possible to add text paragraphs, single or double text boxes, images or tables.

Below shows a screenshot of an Appendix example (titled "Our Service Proposition") being created. Please note that the Appendix Title text box is a mandatory field; a Custom Appendix must be given a title as it won't be possible to save and publish otherwise (it will still be able to be saved as a draft).

This section is on a 'repeating basis'; similar to the recommendation plans in the main suitability reports, this section can be repeated by simply clicking on blue plus button below the content. This provides the flexibility for users to create Appendices that match their specific company styling and branding requirements.

It is important that once you're happy with the custom appendix you have created, that you click on the second page in the wizard 'Save and Publish' page and select the button 'Save & Publish Appendix'; this will ensure that the appendix will be available to select in the report. If the appendix is not saved & published, then it will remain as a 'Draft', and will not be selectable in the report.

Please note that it is possible to 'unpublish' an appendix at any time in the application. If an appendix is unpublished, it will return to a 'draft'.

Below shows how the created custom appendix "Our Service Proposition" appears in the generated report. 

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