Settings: report defaults

Firm identity on PDFs: covers, headers, footers, standing disclosure and sign-off rules.

These defaults apply to every new report. A single issued report is not edited here — issue a new revision instead.

Upload the firm logo under Workspace or here in House style. It saves immediately and is not part of Save house style. Use PNG or JPEG — SVG and WebP cannot be printed.

Put the disclosure your PI insurer expects in the standing text. It prints on issued reports.