User Tips Archives • Genovo | Your Suitability Report Solution

Super easy ways to customise your reports

Kate Ball - 19th November 2018

Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.

How to make your reports stand out from the crowd by adding a favicon

Kate Ball - 22nd October 2018

Learn how to display your favicon in your reports.

How to customise the table text in your reports

Kate Ball - 24th September 2018

Learn how to customise the table text of your suitability reports

How to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports

Kate Ball - 20th August 2018

Learn how to set up your account to automatically display the name of both the adviser and the paraplanner on your report title page

How to use dynamic tags to further customise your Genovo reports

Kate Ball - 18th June 2018

Learn how you can use Genovo’s dynamic tags to further customise your Genovo reports.

How to set up and use the integration with Intelligent Office (iO)

Ed Evans - 12th June 2018

Learn how you can easily integrate Genovo with Intelligent Office (iO), the back office software from Intelliflo, and see how, having set up the integration, you can seamlessly pull both client and plan data from iO into Genovo thereby saving you heaps of time as you’ll never need to re-key this information ever again.

Fix your template images that you have uploaded using Postimage

Kate Ball - 22nd May 2018

Learn how to amend your images that you have previously uploaded using Postimage.

How to customise how the regulatory documents are referenced in your suitability reports

Kate Ball - 17th March 2018

Within Genovo, the Regulatory Dates step is automatically included within the Introduction section of a suitability report as standard. It provides the option for you to record the date the client was provided with various regulatory documents.

How to update the table of contents in Word

Kate Ball - 16th February 2018

Learn how to update the table of contents once you have downloaded your Genovo suitability report to Word.

Introducing our new video tutorials

Kate Ball - 22nd January 2018

Our brand new video tutorials cover everything you need to know about the Genovo suitability report app, from how to manage your account and write a report, to how to customise the content of your report template.