Goals
- Allow firms to insert static pages by default to all reports generated for firm
Use Cases
- As a Firm Manager, I want to add our market commentary to our reports so that the information is delivered with our regular statements.
- As a Firm Manager, I want to make sure every report we generate includes our firms privacy notice so that clients are always notified of our privacy policy
- As a Firm Manager, I want to make sure special disclosures and/or time sensitive informationi is included with every report we generate so that the important information is communicated widely to our client.
Capabilities
- Ability to upload a PDF that gets inserted into every report generated by Firm
- Ability to specify if additional pages get inserted at beginning of report, end of report, or after cover page
- Ability to take down inserts when they are no longer applicable