There is a difference between "personalization" and "customization" of the booklets.
Our booklet software allows each professional to personalize his booklet with his own photo, biography, services, disclosures, etc. But our software does not allow "customization" which is changing the information inside the booklet content.
Video: https://app.screencast.com/iuSCVbjLj8LkJ
How the professional can customize the content of the booklets
In the back office, on the left, click “FINRA/Compliance” and you will see a link there to download the booklets in MS Word format.
Note that once you modify the booklet's main text in the word document, you cannot upload it to our system. Rather, to send the booklet, you simply use your modified version, insert your photo and other personalization, print directly and email or send that.
You can then make any changes you want. Note that once you do that, you need to create the pdf and save on your hard drive as the booklets modified in this fashion cannot be uploaded to our system for sending to the prospects. The professional would need to email or mail the altered booklet to each prospect.