ClearPoint Setup - Branding Briefing Books
Fernando Montenegro
22 steps
9 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Header Styles
2
Header styles can be created in the Custom Styles menu and then applied to any briefing book template in your account.
3
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
4
- Navigate to the **Header Styles tab** - Click on the **Plus icon** - Under **Report Style Name** enter the name of the new Report Style, in this example, ‘Custom Header Style’.
5
- The **Header Style tab** allows to customize the header - For this example, we are going to set the **Header Height** to 20 and **Background Color** to light blue
6
- Under **Header Border** we are going to select **Bottom Border** with **2px**, we will add a **Dotted border** and **Color blue**.
7
- If you have an organizational **Font**, you can select it here, so that any text conforms to your organizational branding. - You also have control over the **Size**, **Style** and **Color**
8
- Under the **Left**, **Center**, and **Right tabs**, you can add content to your header. - You can add text content or images. - Images automatically re-size based on your header height. - In this example, navigate to the **Left tab** - Select Image under **Left Side Content** - Select an **Image** or drop an image to upload it - Once you are done with your changes, click **Save**
Assign a Header style to a Briefing Book
9
Header styles can be applied to any Briefing Book template by editing the Briefing Book template.
10
- Select **Documents** from the Control Panel - Choose **Briefing Books** - Select the **Briefing Book** you are going to be working with, in this example, ‘Monthly Financial Report’.
11
- Navigate to the **Header and Footer tab** - Select the **Custom Header Style** using the dropdown menu under **Report Header Style** - Once you are done with your changes, click **Save**
Footer Styles
12
Footer styles can be created in the Custom Styles menu and then applied to any Briefing Book template in your account.
13
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
14
- Navigate to the **Footer Styles tab** - Click on the **Plus icon** - Under **Report Style Name** enter the name of the new Report Style, in this example, ‘Custom Footer Style’.
15
- The **Footer Style tab** allows to customize the footer - For this example, we are going to set the **Footer Height** to 15 and **Background Color** to white
16
- Under **Footer Border** we are going to select **Top Border** with **2px**, we will add a **Solid border** and **Color Dark**.
17
- If you have an organizational **Font**, you can select it here, so that any text conforms to your organizational branding. - You also have control over the **Size**, **Style** and **Color**
18
- Under the **Left**, **Center**, and **Right tabs**, you can add content to your header. - You can add text content or images. - Images automatically re-size based on your header height. - In this example, navigate to the **Left tab** - Select **Text** under **Left Side Content** - We are going to use the **Report Name** and **Report Period Tokens** - Once you are done with your changes, click **Save**
19
Please see the **Available Header and Footer Tokens**
Assign a Footer style to a Briefing Book
20
Footer styles can be applied to any Briefing Book template by editing the Briefing Book template.
21
- Select **Documents** from the Control Panel - Choose **Briefing Books** - Select the **Briefing Book** you are going to be working with, in this example, ‘Monthly Financial Report’.
22
- Navigate to the **Header and Footer tab** - Select the **Custom Footer Style** using the dropdown menu under **Report Footer Style** - Once you are done with your changes, click **Save**
ClearPoint Setup - Branding Briefing Books
Fernando Montenegro
22 steps
9 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Header Styles
2
Header styles can be created in the Custom Styles menu and then applied to any briefing book template in your account.
3
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
4
- Navigate to the **Header Styles tab** - Click on the **Plus icon** - Under **Report Style Name** enter the name of the new Report Style, in this example, ‘Custom Header Style’.
5
- The **Header Style tab** allows to customize the header - For this example, we are going to set the **Header Height** to 20 and **Background Color** to light blue
6
- Under **Header Border** we are going to select **Bottom Border** with **2px**, we will add a **Dotted border** and **Color blue**.
7
- If you have an organizational **Font**, you can select it here, so that any text conforms to your organizational branding. - You also have control over the **Size**, **Style** and **Color**
8
- Under the **Left**, **Center**, and **Right tabs**, you can add content to your header. - You can add text content or images. - Images automatically re-size based on your header height. - In this example, navigate to the **Left tab** - Select Image under **Left Side Content** - Select an **Image** or drop an image to upload it - Once you are done with your changes, click **Save**
Assign a Header style to a Briefing Book
9
Header styles can be applied to any Briefing Book template by editing the Briefing Book template.
10
- Select **Documents** from the Control Panel - Choose **Briefing Books** - Select the **Briefing Book** you are going to be working with, in this example, ‘Monthly Financial Report’.
11
- Navigate to the **Header and Footer tab** - Select the **Custom Header Style** using the dropdown menu under **Report Header Style** - Once you are done with your changes, click **Save**
Footer Styles
12
Footer styles can be created in the Custom Styles menu and then applied to any Briefing Book template in your account.
13
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Styles** under Professional Features
14
- Navigate to the **Footer Styles tab** - Click on the **Plus icon** - Under **Report Style Name** enter the name of the new Report Style, in this example, ‘Custom Footer Style’.
15
- The **Footer Style tab** allows to customize the footer - For this example, we are going to set the **Footer Height** to 15 and **Background Color** to white
16
- Under **Footer Border** we are going to select **Top Border** with **2px**, we will add a **Solid border** and **Color Dark**.
17
- If you have an organizational **Font**, you can select it here, so that any text conforms to your organizational branding. - You also have control over the **Size**, **Style** and **Color**
18
- Under the **Left**, **Center**, and **Right tabs**, you can add content to your header. - You can add text content or images. - Images automatically re-size based on your header height. - In this example, navigate to the **Left tab** - Select **Text** under **Left Side Content** - We are going to use the **Report Name** and **Report Period Tokens** - Once you are done with your changes, click **Save**
19
Please see the **Available Header and Footer Tokens**
Assign a Footer style to a Briefing Book
20
Footer styles can be applied to any Briefing Book template by editing the Briefing Book template.
21
- Select **Documents** from the Control Panel - Choose **Briefing Books** - Select the **Briefing Book** you are going to be working with, in this example, ‘Monthly Financial Report’.
22
- Navigate to the **Header and Footer tab** - Select the **Custom Footer Style** using the dropdown menu under **Report Footer Style** - Once you are done with your changes, click **Save**
