Help

Help! How can I add page numbers and a table of contents?

Add page numbers and a table of contents to your reports by using the PPOL Word Macros in easy steps.

Help! How do I choose a style for my report?

Access via My Admin then My Styles

Help! How can I insert HTML symbols using the Report Template Editor (RTE)

How to insert HTML symbols (©, € etc) when using the Report Template Editor

Help! How should I copy text into the Report Template Editor (RTE)

Word documents and other source material often contain hidden formatting information

Help! This image cannot be currently be displayed

Sometimes Word doesn't initially display some images.

Help! How do I insert an image?

Images can be inserted in the freeflow text boxes

Help! How do I insert a table?

Tables can be inserted in the Report Template Editor when adding or editing a cell

Help! How do I enable Javascript?

This web site uses Javascript so ensure it is enabled in your browser.

Help! How does spell check work?

Spell check works with Google's Chrome browser

Help! I have forgotten my password!

You can have a new password emailed to you

Help! The new website doesn't look right!

You may need to empty your browser's cache

Help! I have a client in my library twice!

Use Assign to move the reports to the correct client

Help! How do I change the name of a client?

Use Rename in My Clients

Help! How can I make the screen text darker?

Toggle text contrast in My Admin

Help! How should I email a report to my client?

Send it as a PDF file (not as a Word Document)

Help! How can I make the screen text bigger?

Press Ctrl & + to make text size bigger

Help! How do I add a row to a table in Word?

Just tab from the last cell

Help! How should I save a report in Word?

It is important to save your report as a Word Document

Help! I have saved my report as a .HTML file!

Don’t panic - this can be easily rectified

Help! My report opens in my web browser!

Don’t panic - this can be easily rectified

Help! I cannot download my report to Word!

Some of the sections of the report have not yet been completed

Help! How do I add a logo?

Send it to us by email as an attachment

Help! The Report Template Editor does not work properly!

Ensure Javascript is enabled in your browser to use the Report Template Editor

Help! What about GDPR?

Most importantly we're already compliant.

Click here for details of GDPR & PPOL's status.

Help! What are Fact Find Templates?

The appropriate facts to collect will depend on the type of client and the areas of advice

Help! How do I integrate with iO Intelliflo Office?

... more >

Help! How do I integrate with Iress Xplan?

... more >

Help! How can I change Pound to Euro?

Change the pound sign to euro sign in your reports by using the PPOL Word Macros in three easy steps

Help! How do I create a keyboard shortcut for a macro?

Create a keyboard shortcut for a Word macro in easy steps.