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.
Open your SOA (or any document that has the cover page you want to use) in Word.
Go to the page immediately after the cover page.
Place your cursor before the first character on that page.
Select everything from your cursor to the end of the document:
Mac: Command + Shift + Fn + Right Arrow
Windows: Ctrl + Shift + End
Press Delete. Only the cover page is left.
Save the file as a new .docx. This is the file you'll upload to Marloo.
Uploading the cover page
Go to Settings > Company Settings > Customise Document Styles.
Open the document style you want to add the cover page to.
Click the Cover Page tab.
Upload the .docx file you prepared.
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 can fill in four pieces of information automatically each time you export: the document title, the adviser's name, the generation date, and the client's name. To use them, type the placeholder text directly into your cover page .docx wherever you want the value to appear. Marloo detects and replaces it at export time. No additional setup is needed.
How to add a placeholder
Open your cover page .docx in Word.
Click into a normal paragraph or text box where you want the field to appear (for example, below a "Prepared for" label).
Type the exact placeholder text. Format it like any other text (font, size, colour, alignment all work normally).
Save the file and re-upload it under Settings > Company Settings > Customise Document Styles > Cover Page.
Export any document with this style. The placeholder is replaced with the actual value.
Supported placeholders
Placeholder | What it inserts |
| The document title |
| The adviser's name |
| The generation date |
| The client's name |
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 four 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. These are separate uploads under Customise Document Styles. The cover page is a full first page; headers and footers appear on every subsequent page of the document. Configure both in the relevant tabs.
Related articles
Customise your document styling (fonts, colours, spacing, tables, headers and footers)