- Create a Report Package

Index:

• Creating a Report Package
• Adding a Cover Page
• Adding a Disclaimer
• Adding a Trailer Page

Creating a Report Package

Adding a Cover Page

Uploading a Cover Page Document

Drag and drop the Cover Page PDF into m2Advisor: 

Uploading a Cover Template

Please contact M2 support team to upload a Cover Template.

Adding a Trailer Page

Adding a Trailer page is the same as adding a Cover page. On the Usage dropdown list, select "Trailer Cover Page" instead.

Adding a Disclaimer

Drag and drop the Disclaimer text file into m2Advisor: