Exports & Share information - Editing a Briefing Book Template
Fernando Montenegro
20 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding or removing a PDF Cover Page
2
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.
3
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
4
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**
5
When generating a report, you will see the first page is the cover page
Zooming in and out on a Briefing Book
6
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.
7
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
8
Adjust the **Zoom** accordingly using the dropdown menu\ Once you are done with your configuration, click **Save**
Password protecting a Briefing Book
9
Organizations can add passwords to Briefing Book templates. This feature is useful for those who are sharing sensitive information such as finances.
10
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
11
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**
12
When recipients open the Briefing Book PDF document, they will be required to enter a password.
Adding a Watermark
13
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.
14
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
15
Type the watermark text into the **Watermark field**\ Once you are done, click **Save**
16
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
17
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″
18
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
19
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**
20
The pages in the Briefing Book are all in portrait orientation
Exports & Share information - Editing a Briefing Book Template
Fernando Montenegro
20 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding or removing a PDF Cover Page
2
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.
3
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
4
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**
5
When generating a report, you will see the first page is the cover page
Zooming in and out on a Briefing Book
6
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.
7
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
8
Adjust the **Zoom** accordingly using the dropdown menu\ Once you are done with your configuration, click **Save**
Password protecting a Briefing Book
9
Organizations can add passwords to Briefing Book templates. This feature is useful for those who are sharing sensitive information such as finances.
10
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
11
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**
12
When recipients open the Briefing Book PDF document, they will be required to enter a password.
Adding a Watermark
13
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.
14
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
15
Type the watermark text into the **Watermark field**\ Once you are done, click **Save**
16
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
17
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″
18
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
19
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**
20
The pages in the Briefing Book are all in portrait orientation
