Provide your own custom template containing your header and/or footer so that FamilyProperty reports look professionally branded with your logo or letterhead.
To do this, Account Admins need to go to 'Account' in the main menu > Settings and click on 'Templates'.
You will need to download our default template and then put your desired content in the header and/or footer of this document, ensuring that you make no changes to the body of the document.
Save your document. Click on the arrow to browse and upload your new template. Your header and footer will now display in FamilyProperty word documents such as Questionnaire report, Balance sheets and Proposal reports, disclosure letter, heads of agreement etc.
An example of a Balance sheet report with a FamilyProperty custom header is shown below.
Have additional questions?
Contact our friendly Client Support team to help resolve your enquiry.