Go to Settings > Templates

Scroll down to Terms and LOEs. These are the default templates BrightManager provides.

If you need to modify any of these use the edit option on the right-hand side.

You can edit the text here by clicking into the field and typing away.

You can have information pulled in automatically by using merge fields provided on the right-hand side under Client and Account Variables e.g. to pull in a client name automatically you would enter the text %NAME% .

To edit your header and footer, click on the hyperlink along the top of the page.

On this screen, you can modify margins and upload an image. Clicking Save Settings will save the changes made.