Important Notice about Disclaimers: In most cases, you can easily add the required disclaimer to a letter or email by using a Gorilla Attachment.   

This is NOT a PDF which you might attach to an email. It is a special Word document that can be added at the end of a Gorilla Message. 

If your firm requires different disclaimers for different types of messages, you can have as many Gorilla Attachments as are required.  

Once the disclaimer attachment is made part of the message set-up, it will always appear whenever a given message is sent.

When Not to Use a Gorilla Attachment

If you are using a questionnaire or reply coupon, that placement may not be optimal.  The disclaimer might better be at the end of the letter, not the end of the questionnaire.  

In this case, the Computer Operator should keep an MS Word document of approved disclaimers and should add the required text at the end of the document or in a footer.

QUESTIONS THAT APPLY TO THIS TOPIC

• How do I create my disclaimer as an attachment?
• How can I attach my disclaimer to a letter I send frequently?
• How can I attach my disclaimer when I’m sending a message?

ANSWER

How to create a disclaimer as an attachment:

1. Go to the Tool Bar, click on “Messaging,” then click on “Document Manager.”
2. When the Document Manager screen opens, go to the top left “Messages” next to “Folders,” click on the drop down and choose “Gorilla Attachments.”
   
3. This will bring up the Attachments screen. Look for the file name “Disclaimer” and highlight it. Click the “Edit” button at the top of the screen. 
4. At the “Define Gorilla Attachments” screen click on the “Edit Single” button.
   
5. Microsoft Word will open. Replace the existing information with your disclaimer data. Once you have completed your edit, select File and Save and Exit to Gorilla.  Note: make certain the font and font size meet your firm’s compliance requirements.
6. On the Define Gorilla Attachment screen, click “OK.” This will save your attachment.
   When you wish to include this attachment, go into the Document Manager, select the letter you want to attach the disclaimer to, and go to the Define Message screen.  You can get there by double clicking on the letter, or highlighting the letter, and selecting “Edit.” In the Define Message screen there is a Gorilla Attachment drop-down box.  Click the drop-down box and choose your disclaimer attachment.  The checkbox “Gorilla Attachment on new page?” will become available to choose.  You do not want to choose that.  That will make your disclaimer print out on its own page.
7. Edit the letter or email so the disclaimer is placed correctly.

Normally, you only need to add two empty lines at the very end of a letter or email.  If you do not add these additional lines, the disclaimer will be added at the end of the last bit of text in your message.  You will then have to do it right.