What is Design?
Design is the aesthetics of the statements. This is where you brand, change colors, graphs and layout of the online and PDF/print statements.
Chart Options - are typically left enabled with the exception of the two-page print statement. On the two-page statement the pie chart under the Estimated Tax Savings section is often remove. Uncheck tick boxes to show chart or not.
Color Options - are the primary and secondary colors of the online and pdf/print statement.
Date Selections - allows you to update the header on the PDF/print statement and header of each tab on the online statement. Data as of Date displays on the Compensation page of the online statement and is part of the footer of the PDF/print statement.
Image Selections - allows you to configure branded images for the PDF/print statement and lets you choose whether to show or not to show the images.
Upload Images - allows you to add your company logo on the online and PDF/print statement and brand your compensation page with an image. To add or change logo and/or image, click on Choose File button.
Statement Layout - allows you to choose the PDF/print statement layout. Available layouts are 2-page, 4-page and online layout which is a replica of the online statement