How do you create a PDF without "Internal Use Only" on the report?
- Click the Reports tab
- 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