Exports & Share information - Editing a Briefing Book Template
This article explains how to edit a Briefing Book template in ClearPoint.
Fernando Montenegro
6 steps
12 seconds
Clearpointstrategy
1
Briefing Books can be personalized with a custom cover page, optional watermark, zoom level adjustments, and password protection to help you control how reports are viewed and shared.
Accessing a Briefing Book Template
2
1. From the left-hand navigation, click **Documents**. 2. Select the **Templates** page. 3. Open the **Briefing Books** tab. 4. Click the **kebab menu (⋮)** next to the template you want to edit. 5. Select **Edit Template**. The configuration drawer will open with tabs such as **Template**, **Scorecard**, **Header & Footer**, and **Content**. 💡 All adjustments listed below are made inside the **Template** tab unless noted otherwise.
Adjusting Zoom Level
3
Zoom controls how much content fits on each page.\ For example, selecting **90%** can help fit more items on a single page. 1. In the **Template** tab, find the **Zoom** dropdown. 2. Select the desired zoom percentage. 3. Click **Save**. ClearPoint will apply this zoom level to all pages when the Briefing Book is generated.
Protecting a Briefing Book
4
Set different Access levels. 1. In the **Template** tab. 2. Set **Access** level: 1. Global, Private or Restricted. 3. Click **Save**. 💡 Recipients will be required to enter this password when opening the PDF.
Adding a Watermark
5
A watermark is useful for marking a Briefing Book as *Draft*, *Confidential*, or any other label needed for your audience. 1. In the **Template** tab, locate **Watermark**. 2. Enter the text you want displayed (e.g., “Draft”). 3. Click **Save**. 💡 The watermark will appear in gray across each generated page.
Editing Page Size or Orientation
6
ClearPoint supports multiple page sizes. ## Page Sizes Available - **Letter**: 8.5″ × 11″ - **Legal**: 8.5″ × 14″ - **A4**: 21cm × 29.7cm - **Tabloid**: 11″ × 17″ 💡 The Briefing Book will now generate using the updated dimensions.
Exports & Share information - Editing a Briefing Book Template
This article explains how to edit a Briefing Book template in ClearPoint.
Fernando Montenegro
6 steps
12 seconds
Clearpointstrategy
1
Briefing Books can be personalized with a custom cover page, optional watermark, zoom level adjustments, and password protection to help you control how reports are viewed and shared.
Accessing a Briefing Book Template
2
1. From the left-hand navigation, click **Documents**. 2. Select the **Templates** page. 3. Open the **Briefing Books** tab. 4. Click the **kebab menu (⋮)** next to the template you want to edit. 5. Select **Edit Template**. The configuration drawer will open with tabs such as **Template**, **Scorecard**, **Header & Footer**, and **Content**. 💡 All adjustments listed below are made inside the **Template** tab unless noted otherwise.
Adjusting Zoom Level
3
Zoom controls how much content fits on each page.\ For example, selecting **90%** can help fit more items on a single page. 1. In the **Template** tab, find the **Zoom** dropdown. 2. Select the desired zoom percentage. 3. Click **Save**. ClearPoint will apply this zoom level to all pages when the Briefing Book is generated.
Protecting a Briefing Book
4
Set different Access levels. 1. In the **Template** tab. 2. Set **Access** level: 1. Global, Private or Restricted. 3. Click **Save**. 💡 Recipients will be required to enter this password when opening the PDF.
Adding a Watermark
5
A watermark is useful for marking a Briefing Book as *Draft*, *Confidential*, or any other label needed for your audience. 1. In the **Template** tab, locate **Watermark**. 2. Enter the text you want displayed (e.g., “Draft”). 3. Click **Save**. 💡 The watermark will appear in gray across each generated page.
Editing Page Size or Orientation
6
ClearPoint supports multiple page sizes. ## Page Sizes Available - **Letter**: 8.5″ × 11″ - **Legal**: 8.5″ × 14″ - **A4**: 21cm × 29.7cm - **Tabloid**: 11″ × 17″ 💡 The Briefing Book will now generate using the updated dimensions.
