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Printing: How do I print a PDF of a financial plan?

Creating customized PDFs tailored to the needs of your clients.

To print a PDF

You can generate a PDF version of the financial plan by clicking on one of two places: "Download PDF" on the client's overview page, or "Download Plan PDF" when hovering over the client's name in the top left column of their plan:

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Once you click on this option, you will be taken to a screen where you can choose to retain the default pages, delete them, move them around, or insert new pages. Once you've finished customizing the PDF, make sure to click on Save Template in order to make this new PDF template available for all clients.

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To add a custom report to your PDF

  1. Below "Download PDF" click "Insert Page"
  2. Click "Report"
  3. Choose the report you want to add to the PDF
  4. Click "Save Changes"
  5. The report will now be on the list of pages to be printed. Print the PDF as you normally would.
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If you need more information, learn about how to create custom reports to insert into the PDF.