Document Settings

Configure how your name, watermark, and confidentiality appear on every generated report.

Client Naming Convention

Choose how your name appears on report covers and page headers. This propagates to every document.

Naming Mode

Entity Name

Used for family offices, trusts, foundations, or corporate entities.

Firm Name

Appears in the top-left header of every page and on the cover.

Watermark Configuration

Configure the diagonal watermark that appears across every page for document provenance tracking.

Watermark Style

Watermark Opacity: 10%

Swiss private banks typically use 5-10% opacity. Higher values are more visible but may obscure content.

Confidentiality & Tracking

Configure the confidentiality notice and document tracking identifiers that appear in every report footer.

Confidentiality Notice

Show Session ID

Unique identifier per document generation (e.g., "PRINT ONLY ONCE ID: EXS-M2K4F-A7B3")

Show Generation Timestamp

Date and time when the document was generated

Live Preview

See how your settings will appear on generated documents.

The Client Entity

Marlowe ResearchThe Client Entity

Marlowe Research

Portfolio Overview and Key Metrics

Prepared for: The Client Entity
Prepared by: Marlowe Research

This report is intended for the exclusive use of the named r... | PRINT ONLY ONCE ID: EXS-M2K4F-A7B3Generated Feb 12, 2026, 2:30:00 PM EST