Need two document templates updated to provide a contemporary financial look with highlights to areas of focus as well as re-enforce corporate branding. Additionally would like to have more negative space with an easier format for entering bullets vs. having to type paragraphs.
The current workflow requires using Microsoft Word then converting into HTML for the website and PDF for email.
One of the reports uses visual indicators to represent direction and would like to incorporate something of a similar theme for the other report.
Please review the attached document and this link for the other document. https://www.mktalert.net/dcexample.htm
Lastly, would like to have the option to review and have 1 or 2 revisions.