Commentaries are HTML based, so for example, you cannot copy and paste content from Microsoft Word and they are designed for text content only, if you require richer content, such as images, charts, and tables, please talk to the Fastrak support team about using a PDF option instead.
1. To edit a commentary you will need access to Fastrak Setup, if you do not have Setup access, please ask the person who manages Fastrak in your firm to arrange this for you
2. Go to Setup at the top of the screen and click on the Commentaries tab
3. Click on the Edit option at the right of the commentary you wish to make changes to, this will place the commentary in edit mode and a toolbar will be displayed above the existing content
4. To retain formatting, you either need to select existing text and overtype it or preferably use the Source code button (<>) on the toolbar to edit the content in HTML
5. Once you have completed your changes, click on the Save option
NOTE: If you would like additional commentary report pages or would like to use a PDF option as an alternative, please just ask the Fastrak support team
