How do I… Customize and Send PEN® Client Handouts?
The PEN Client Handouts are one of the most popular features of the PEN System, but did you know you can customize the handouts and email them directly to your clients from the PEN System? You can add your organization/company logo to the handout, add a personalize note to your client and/or remove the additional resources section. Read the steps below to become a PEN Client Handout aficionado!
How do I customize the “Distributed by” box in PEN Client Handouts?
*Skip to Step 4 if your logo is already uploaded or if you do not want your logo included.
Step 1: Click on ‘My Profile’.
Step 2: Under “My Handout Distribution Preferences”, click on “Upload New Photo” and find the logo you want to add. If desired, add a distribution message.
Step 3: Click “SAVE & UPDATE” at the bottom right-hand side of the page.
Step 4: Navigate to the PEN client handout you wish to customize.
Step 5: Click on “Customize and Share this Resource” phrase or the
icon.
Step 6: On the Share this Resource pop-up page, make sure that the “Include” bubble corresponding with “Distributed By” is checked.
Step 7: Text in the “Distributed By” box can be added or edited. The “Distributed By” box will not accept images.
Step 8: Click "PDF PREVIEW" to view this content on the last page of the handout. Make sure the “Include” bubble is checked if you want your logo displayed.
Step 9: A hard copy of the handout including your “Distributed By” information can be printed from the PDF preview, or click SEND to e-mail a copy to your client or yourself.

How do I customize the editable "Notes" feature in PEN Client Handouts?
Step 1: Access a PEN handout from the Search, or the Related Tools and Resources section within a Knowledge Pathway, or from the PEN Client Handout Collection.
Step 2: Click on “Customize and Share this Resource” phrase or the
icon.
Step 3: A Customize and Share this Resource pop-up window will appear that will allow you to enter a message in the “Notes” section (up to six lines of text). Make sure that the ‘Include’ bubble corresponding with the “Notes” section has been checked.

Step 4: Once you have entered the information, you can click ‘PDF Preview’ to check that information is correct, and then you can click "Send". If you want to provide a hard copy to your client, you can e-mail the handout to yourself, and then print.
How do I suppress the Additional Resources, Notes and/or Distributed By section from displaying in a Handout?
Step 1: Access a PEN Handout using the Search, or the Related Tools and Resources section within a Knowledge Pathway, or from the PEN Handout Collection.
Step 2: Click on the ‘Customize and Share this Resource’ phrase or the
icon.
Step 3: A Customize and Share this Resource pop-up window will appear. To exclude any of the “Additional Resources”, “Notes” or “Distributed By” sections, make sure that the corresponding bubbles are cleared of check marks.
You can click the PDF PREVIEW button to view the handout and print a hard copy, or click the SEND button to e-mail a copy to your client or yourself.

How do I send a PEN® Handout to a client via email?
Step 1: Click on “Customize and Share this Resource” phrase or the

icon
Step 2: Fill in your e-mail address, your client’s e-mail address, the message you wish to send to your client to accompany the handout and press Send.
