Apart from editing the content of your Disclosures in Trail, covered in these to articles here:
You will also need to make sure that the relevant PDF settings and company details are correct so that any Disclosure Documents you generate in Trail will be accurate and appear professional/ branded to your business.
In this article you will learn the relevant settings to your Disclosures in Trail including:
General Settings - for editing your Company Details
PDF Styles - for editing the fonts/ colouring that all PDFs appear in Trail for your business
How these impact your Disclosures
IMPORTANT NOTE: You will need to have Organisation Admin permissions for you to access these types of settings in Trail.
General Settings
How to Access:
Go to your Settings
Then under Organisation Settings - go to the "General" page:
What to edit?
Your Organisation's 'General' settings has fields for your business' identifying information that will appear on the cover pages of your PDFs. Please ensure all these fields are showing the correct information as it will affect your Disclosure PDF downloads:
Company Name: Your company name | FSP Number: The company's FSP #
Does [Company Name] Hold a FAP Licence:
Yes - Your company is a licenced FAP
No - You are an Authorised Body under another FAP's licence
If you select No - you will have to enter your licensee's details
Trading Name: Your company's legal trading name
Insurance Aggregator: Your Insurance aggregator
Mortgage Aggregator: Your Mortgage aggregator
Email: A general email for your business
Address: The physical address of your business
How does this impact Disclosures?
For the title pages of any downloaded disclosures, the information above will appear as per below:
PDF Styles
How to Access:
Go to your Settings - General - PDF Styles
What to edit?
This is where you choose to stylize the PDFs you produce in Trail. Note this affects your Disclosure PDFs and ALL other PDFs that you generate within Trail across your entire organisation. Please do check with your business director, or managers, before making this change that affects everyone.
You can choose to customize:
The main heading colour - choose from one of your Branding Colours
Whether to capitalize headings
Range of fonts and font weights for headings
Range of fonts and font weights for body text
Once you're happy with the options you've chosen - click "Save Styles" to save your changes!
This will apply to any PDF generated in Trail moving forward!
How does this impact Disclosures?
For the downloaded PDFs of your Disclosures, they will follow the PDF styles that you've chosen and saved:
