Skip to main content

How to add cover pages to Marloo exports

Upload a branded cover page to Marloo and use dynamic field placeholders to personalise every exported document.

Written by Liam McGuire

What cover pages do

A cover page appears as the first page of every document you export from Marloo. You upload a branded Word file (.docx) and Marloo inserts it automatically at export time. The generated body of the document starts on the page immediately after.

Cover pages are for branding. Marloo cannot generate advisory content (recommendations, product comparisons, risk profiles) onto the cover page itself. If you need specific content on the first page of an exported document, add it manually in Word after generation.

Preparing your cover page file

Your cover page must be a separate .docx containing only the cover page. The easiest way to create one is to extract it from an existing branded document, such as an SOA.

  1. Open your SOA (or any document that has the cover page you want to use) in Word.

  2. Go to the page immediately after the cover page.

  3. Place your cursor before the first character on that page.

  4. Select everything from your cursor to the end of the document:

    • Mac: Command + Shift + Fn + Right Arrow

    • Windows: Ctrl + Shift + End

  5. Press Delete. Only the cover page is left.

  6. Save the file as a new .docx. This is the file you'll upload to Marloo.

Uploading the cover page

  1. Go to Documents > Styles.

  2. Open the document style you want to add the cover page to.

  3. Click the Cover Page tab.

  4. Upload the .docx file you prepared.

  5. Save. The cover page applies to all future documents exported with this style.

Important: cover pages are per-style

If you have more than one document style set up in Marloo, the cover page is configured on each style separately. Uploading a cover page on one style does not apply it to your other styles. To use the same cover page across multiple styles, repeat the upload on each one.

Adding dynamic fields to your cover page

Marloo fills in a set of values automatically each time you export. When you upload a cover page, Marloo auto-detects the Title, Author, Date and Client name and turns them into placeholders for you. You can also add any of the other supported placeholders (address, phone, company details, and more) by typing the exact {{KEY}} text into your cover page .docx wherever you want the value to appear. The easiest way to get the exact text is the Copy variables button in the cover-page editor: click a variable and it copies the token to your clipboard.

How to add a placeholder

  1. Open your cover page .docx in Word.

  2. Click into a normal paragraph or text box where you want the field to appear (for example, below a "Prepared for" label).

  3. Type the exact placeholder text. Format it like any other text (font, size, colour, alignment all work normally).

  4. Save the file and re-upload it under Documents > Styles > Cover Page.

  5. Export any document with this style. The placeholder is replaced with the actual value.

Supported placeholders

Document and client

Placeholder

What it inserts

{{TITLE}}

Document title (client's name removed; see note)

{{AUTHOR}}

The name of whoever generated the document

{{DATE}}

Export date

{{CLIENT}}

Client's full name

{{CLIENTADDRESS}}

Client's address

You (the adviser)

Placeholder

What it inserts

{{USERPHONENUMBER}}

Your phone number

{{USERADVISORNUMBER}}

Your adviser number

{{ADVISERNUMBER}}

Your adviser number (same value as above)

Company

Placeholder

What it inserts

{{COMPANY}}

Company name

{{COMPANYADDRESS}}

Company address

{{COMPANYBUSINESSNUMBER}}

Company business number

{{COMPANYREGULATORYLICENSENUMBER}}

Company regulatory licence number

{{LICENSEE}}

Licensee name (AU only)

Note: {{TITLE}} shows the document title with the client's name removed, since the client already appears in its own field. This only affects the cover page. Your downloaded file keeps its full title.

Note: {{CLIENT}} and {{CLIENTADDRESS}} are blank on meeting-synopsis exports, because there's no client attached to those.

Tip: use the Copy variables button in the editor to copy the exact token. It avoids typos, and it always shows the current list even as new variables are added. Placeholder names must not contain spaces (for example use {{COMPANYADDRESS}}, not {{Company Address}}).

Example. A typical cover page might read:

Statement of Advice

Prepared for {{CLIENT}}

Prepared by {{AUTHOR}}

{{DATE}}

At export time, Marloo replaces each placeholder with the real value.

Use the exact format shown. If a placeholder shows as raw text in your export, double-check the braces and spelling.

What you cannot add to a cover page

Marloo-generated content always begins on the page after the cover page. You cannot direct the AI to write onto the cover page. The dynamic placeholders above are the only Marloo-populated fields supported.

To add first-page advisory content, export the document from Marloo and then edit the Word file to insert that content before the body.

Tips

  • Keep the design clean. Complex layouts with multiple layered images or intricate formatting may not render as expected. A clean design with placeholders works best.

  • Cover page vs header and footer vs Company Logo. These are three separate settings. The cover page is a full first page; headers and footers appear on every subsequent page of the document. Both are uploads under Documents > Styles, configured in the relevant tabs. Settings > Company Settings > Company Logo is different again: that logo is the meeting bot's avatar and does not appear on exported documents. For a letterhead on the first page only, upload it as your cover page, not as a header and footer and not as your Company Logo. A logo at the top of page 1 with body text flowing underneath it is not supported.

Related articles

Did this answer your question?