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Cover Page Setup (Cloud) ​

What it is: The settings for configuring the cover page of the Annual Financial Statements, including preparer and reviewer details, the engagement title, and a custom cover image.

What it's for ​

The cover page is the first page a reader sees. It identifies the entity, the type of report (audited, reviewed, or compiled), and the people responsible for preparing and reviewing it. A custom image can be added to give the document a professional, branded appearance.

How to do it ​

Setting Up Preparer and Reviewer Details (DC076) ​

  1. Open the AFS and navigate to the Cover Page sheet.
  2. At the bottom of the sheet, in the Settings for the above section, enter the preparer's and reviewer's details in the dark blue input cells.
  3. The title on the cover page changes automatically based on which report sheet is active in the Content Tab:
    • Audited Financial Statements: the Audit report sheet must be active.
    • Independently Reviewed Financial Statements: activate the Review report sheet and deactivate the Audit sheet.
    • Unaudited/Compiled Financial Statements: deactivate both Audit and Review sheets, and activate the relevant compilation or officer sheet.
    • Note for South African companies using IFRS or IFRS for SMEs: the title will always read "Unaudited Unreviewed Financial Statements" in line with the Companies Act (Section 29(1)(e)(i)(cc)).

Adding a Cover Image — Importing an Existing Image ​

  1. Open the AFS Preview.
  2. Go to Print Settings → Cover Page → Click here to create a Cover Page.
  3. Select Click or Drop Image here for Cover Image to import a pre-made image file.
  4. Browse to the image file and click Open.
  5. Choose the Position for the image from the list, then click Apply.
  6. To remove: select Remove Cover Image.

Adding a Cover Image — Creating a New Image ​

  1. Open the AFS Preview.
  2. Go to Print Settings → Cover Page → Click here to create a Cover Page.
  3. Select Need a new Cover Image? Create your own here.
  4. Use the A button to add text blocks; drag them to the desired position.
  5. Use the Image icon to insert an image file from your computer; drag it to the correct position.
  6. Click Save when finished.

Source ​

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-cover-page-setup

Walkthrough ​