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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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