Uploading a PDF

To upload a PDF for use in your CloudCMA presentations, click on your personal menu (either your photo or your initials) in the upper right corner of the system and choose Custom Pages.

Scroll to the bottom of the screen and click Upload PDF under the header of Custom PDF Pages.

Browse your computer for the PDF you wish to upload and click Open to add it to the CloudCMA system.  You will now be able to add your custom page to your reports going forward.

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