Learn More About Customizing How PDF Templates Look

Learn how to create PDF templates, set up headers and footers, set up PDF themes, customize the names of columns, set column widths and much more.

Document Assembly: Distribute a Unique File to Each Client

With document assembly, you can bundle one or more client-specific documents with your PDF reports. For example, let's say that you want to send a personalized quarterly newsletter to each of your clients in addition to a quarterly report and invoice. Instead of creating a complex mail procedure, you can simply upload a single zipped file of all your newsletters and each letter will be added to the correct client's PDF report.

PDF Batch Size

When you generate PDF reports for a large number of accounts, Advisor View combines the individual PDF files in a ZIP file. In some cases, Advisor View adds 50 PDF files to each ZIP file. If you printed PDF reports for 200 accounts, Advisor View would then create four PDF files – with 50 PDF files in each ZIP file.

The PDF Report Status Page

When generating PDF performance reports, if you select Download reports, all generated reports will be available for you to download on this page. If a generated report cannot be posted to a client portal, the generated report will be available on this page as well.