TL:DR
Company context is information that applies across all clients - standard wordings, fee schedules, compliance details.
Upload files in Settings > Company settings > Context. These appear in the Company tab when generating any document.
The biggest use case: upload pre-drafted standardised wordings for your advice strategies so Marloo can reference them.
Reference your company context files by name in your template instructions for best results.
Always select the relevant company context files when generating a document.
What is Company Context?
Company context is information that applies across your entire practice, not just one client. Instead of uploading the same reference material to every client's profile, you upload it once to company context and it's available for all document generations.
Where It Lives
Uploading company context: Settings > Company settings > Context
Using company context: When generating a document, you'll see a Company tab in the context selector alongside Meetings, Uploads, and Notes. Your company context files appear here for you to select.
What to Put in Company Context
Standardised Advice Wordings (Primary Use Case)
The biggest use case is uploading pre-drafted standardised wordings for your different advice strategies. This gives Marloo a consistent source of approved language to draw from.
Upload files containing your standard wordings for: - Investment strategy recommendations - Insurance advice wordings - Fee disclosure paragraphs - Risk profile descriptions - Product comparisons and recommendations - Compliance disclaimers and warnings
Other Useful Company Context
Fee schedules and product fee tables
Fund flyers and product information
Standard investment documents
Authority to Release Information templates
Any reference material that applies across multiple clients
How to Use Company Context Effectively
Getting the most out of company context requires three steps working together:
1. Upload Your Files
Go to Settings > Company settings > Context and upload your standardised wording documents.
Name files clearly so they're easy to identify. For example: - "Standard Insurance Advice Wordings.docx" - "Investment Strategy Recommendations.docx" - "Fee Schedule 2026.pdf"
2. Reference Files by Name in Your Template
In your document template, add an instruction in the relevant section that tells Marloo to reference the specific file. Use the actual file name - this is the most effective way to direct Marloo to the right source.
Example template instruction (in the insurance section):
Reference the standardised insurance wordings in "Standard Insurance Advice Wordings.docx" when writing this section. Use the approved wording that matches the client's situation.
3. Select the Files When Generating
When you generate a document, make sure you tick the relevant files in the Company tab of the context selector. If you don't select them, Marloo won't reference them - even though they're uploaded.
Global Instructions
Global Instructions is a text box in Settings > Company settings where you set rules Marloo must always follow across every document generation.
This is different from uploading files - it's for short, universal rules rather than lengthy reference material.
Good uses for Global Instructions:
Business identity: "Official business name is [Company Name] Pty Ltd, AFSL number 123456, ABN 47 612 308 941"
Formatting preferences: "Do not use em-dashes" or "Always use Australian English spelling"
Style rules: "Never use the phrase 'in today's economic climate'"
For longer reference material (standard wordings, fee schedules, product info), upload a file instead. Global Instructions is best kept concise.
Tips
Name files clearly. "Standard Insurance Advice Wordings.docx" is much better than "wordings v3 final.docx" - both for you and for Marloo.
Keep files focused. One file per topic area is easier to manage and reference than one massive document.
Update when things change. When your standard wordings are updated (new compliance requirements, fee changes), update the files in company context.
Always check the Company tab. It's easy to forget to select company context files when generating. Make it part of your routine.
Troubleshooting
Problem | Solution |
Company context not appearing in generated document | Check that you selected the file in the Company tab during generation AND that your template instructions reference the file by name. |
Marloo isn't using the approved wordings | Add a specific instruction in the relevant template section: "Reference the standardised wordings in [exact file name] for this section." |
Too many files making the Company tab cluttered | Keep files focused on one topic each. Remove outdated files that are no longer relevant. |
Global Instructions not being followed | Check that the instruction is clear and specific. Avoid vague rules - be explicit about what you want. |