User RolesAdmin✗Staff contributor✗External Contributor✗Pulse user

With Silverfin, you can export with a customised cover and title page that matches your corporate identity. This allows you to include your logo, office details, and any other fixed information you want to display.

Table of contents

Preparing Your Cover and Title Page

  • Your cover and title page must  be created as a PDF file.
  • This PDF can contain all fixed information, such as:
    • Office details (address, phone number, email).
    • Company logo.
    • Any other branding elements you want to appear on every export.
Silverfin does not design or generate your cover and title page for you. However, our team can assist if you need to adjust the Liquid code for variable information.

Uploading Cover page and title page

If you are an admin user, you can upload the cover page and title page in PDF format directly via the  Style Settings in Silverfin.

  1. Go to Style Settings.
  2. Upload your prepared PDF cover and title page.

Good to know:

  • Make sure that the paper size for the cover page you upload is in line with the paper size set for this Export style.
  • Only .pdf files are supported.

Adding Variable Text

  • You can personalise your cover and title page by inserting Liquid variables, which automatically pull data from each client file. 
  • Liquid variables are adjusted in the Style settings.
  • Detailed information about liquid code can be found in Silverfin Academy.

Commonly requested variables:

FieldLiquid Code
Company Name{{company.name}}
Company Form{{company.company_form}}
Street{{company.street}}
City{{company.city}}
RPR Number{{company.custom.rpr.name}}
VAT Number{{company.vat_identifier}}
Fiscal Year{{period.fiscal_year}}
Book Year Start Date{{period.year_start_date | date: '%-d-%m-%Y'}}
Export Bundle Name{{export.title}}
Current Date{{ "today" | date:"%d/%m/%Y" }}
Example: 

If you want to show the company name and fiscal year on your cover page, you would include:

Company: {{company.name}}  
Fiscal Year: {{period.fiscal_year}}

If you need help adjusting variable text, please contact our Support team.

Best Practices

  • Agree on a consistent style for the whole office to avoid differences between users.
  • Ensure your cover PDF reflects your corporate identity before uploading.
  • Remember: Silverfin support cannot modify your PDF design -  only variable text can be adjusted.