Support Center

Cloud CMA - How to Upload a PDF to your CMA Report

Last Updated: Feb 27, 2019 04:23PM PST

Cloud CMA allows you to upload a PDF document, and include it into your Cloud CMA reports! Please see the following steps on how to do this.

 

Please Note - If your document is another file type, like a DOC or DOCX type file for example, you will need to convert it to a PDF first and then upload it using the below steps.

 

 

Step 1: Under the Avatar Sub-Menu, select Custom Pages. You may see either your initials or your agent photo for your avatar.

 

 

 

 

 

Step 2: Select Custom Pages on the far left hand side.

 

 

 

 

Step 3: Locate the Upload PDF at bottom of page and select. Then select PDF you would like to upload.

 

 

 

 

After the PDF is uploaded, it will look like this.

 

 

 

 

Step 4: Locate report in question by going to CMA.

 

 

 

 

Step 5: Select Edit of report in question.

 

 

 

 

Step 6: Select Customize tab in green.

 

 

 

 

Step 7: Locate Custom Pages Section under Additional Report Content, on left side. Select the green arrow.

 

 

 

 

Step 8: Add PDF page to report by selecting the green + symbol.

 

 

 

 

Step 9: Publish report.

 

 

 

 

The PDF should now be added to your report. To see the report after publishing, please View the report.

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