Custom Sections

Custom Sections allows you to integrate PDF documents into a FiRM report for an individual client. This can be done with the standard Report header/footer branding for your account.

Custom Section documents can be from third-party sources or generated by the user.

Custom Section Requirements - Verify that custom documents adhere to the following criteria:

• The document must be a landscape 8.5" x 11" PDF file.
• If you are planning to apply your standard Report header/footer branding, margins must be maintained at:
  • 1.25” for the top & bottom margin.
  • 0.75” for the left & right.

Accessing Custom Section

1. Access the Plan List screen by clicking Plan List in the navigation menu at the top of the page.
2. Click on a Plan Name.
3. Click the hamburger menu icon in the upper left-hand corner next to the FirmPlus logo. The menu will slide in from the left. 
4. Click the Setup option toggle.
5. Click Plan Configuration and then Custom Section in the expanded menu.

Setting up a new Custom Section

1. Enter a Title for your Custom Section in the Title text box. This will appear in the Table of Contents and the section header of the report itself
2. Choose to apply standard Report header/footer branding.
3. Click Choose File and navigate to the PDF file you’re wanting to upload.
4. Click Save & Close
5. You can preview the document by clicking Preview to review how the system will generate your document within the report

 

The Custom Section you create for a Plan will be available for any Report you generate. It will be in the Available Report Section list and will be titled based on the Title you entered for the Custom Section.