How do you create a PDF without "Internal Use Only" on the report?

  1. Click the Reports tab
  2. Click "Generate Comprehensive report"

This will generate a PDF that includes the Cover Page and Disclosure statement that is required by AXA. It will not include the "Internal Use Only" warning.

Added note: Can't click the Reports or Target-Map tabs?  You probably saved your household as a stencil.  Here's how to edit and save your household as a client or prospect instead: Click here!

Tags: IUO, Internal Use Only, PDF, Report

4/2019

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