Creating Custom Text to the Disclosure Page and Final Report

Under the Settings option, you can access the Disclosure page. On the Default Disclosure page, you can customize the Standard Assumptions and Disclaimer by adding unique text. Below is a step-by-step guide for adding unique text to the Standard Assumptions and Disclaimer, which will appear in the final report for the client.

Step 1: Log In: Log into SIPS.



Step 2: Settings: Click on the settings button that is located in the upper right-hand side of the screen.



Step 3: Disclosure: Click on the disclosure button that is located in the upper-right hand side of the screen.



Step 4: Enter Additional Assumption and Disclosure Textbox: At the bottom of the screen click in the text box and write in your unique text.



Step 5: Save: Click on the green save button underneath the Disclosure heading.



Step 6: Your Case List: Click on Your Case List button located in the upper right hand side of the screen.



Step 7: View All Cases: Click on the green View All Cases button underneath the Your Case List heading.



Step 8: Case Selection: Click on a case.



Step 9: Disclosure: Click on the Disclosure button located in the upper right hand side of the screen.



Step 10: Unique Text: The unique text should be displayed at the bottom of the screen.



Step 11: Reports: Click on the Reports button in the center of the screen.



Step 12: Notes Checkbox: Click on the Notes checkbox.



Step 13: Generate Report: Click on the green Generate Report button underneath the Reports subheading.



Step 14: Download: Open the pdf document that has been downloaded.



Step 15: Logout: To sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.