Exports & Share information - Manage Briefing Book templates | Scribe

    Exports & Share information - Manage Briefing Book templates

    • Fernando Montenegro |
    • 0 step |
    • 5 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Add recipients to a Briefing Book

    By adding recipients to a Briefing Book or HTML report, you can have your reports automatically emailed to other ClearPoint users when they are generated. You can also choose to have the report delivered only to yourself.
    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
    Navigate to the **Recipients tab**\ Select the users who will receive the Briefing Book\ Once you are done with your changes, click **Save**

    Duplicating a Briefing Book template

    You can duplicate a Briefing Book template to save time from creating a Briefing Book template from scratch.
    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 **Duplicate Template**
    Under **New Template Name**, enter the name for the duplicated Briefing Book\ Click **Duplicate**
    You will find the duplicated Briefing Book under Templates

    Generating a Briefing Book template

    Select **Documents** from the Control Panel\ Click on **Briefing Books** under Templates\ A list of previously created templates will appear\ Click on the **Start/Generate icon** for the template you would like to use
    Select the **Reporting Period** from the dropdown menu\ Mark the checkbox next to **Include Recipients**, and select the users you want to send the Briefing Book, you can also choose to **Select All**.\ Click on **Generate**
    You will receive a notification once the Briefing Book is ready, you can download it from there, you can also click on the Alerts icon at the upper-right hand side of your screen

    Report Generation Percent Complete

    Report Generation allows you to see the percent completion of your report generation. This will give you a visual estimate of how much longer it will be before the PDF is complete.
    Select **Documents** from the Control Panel\ Click on **Briefing Books** under Templates\ A list of previously created templates will appear\ Click on the **dropdown arrow** next to the template you want to see the percentage of completion\ You will find the percent of completion and the last generated Briefing Books

    Scheduling automatic report generation

    Scheduling reports in ClearPoint is an important part of automating your reporting process. By creating the right schedules at the right time, administrators can ensure a smooth reporting cycle.
    Select **Automation** from the Control Panel\ Click on **Schedules**\ Click on the **Plus icon**
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe