Where do I go to change the confidentiality notice in my cover page? What steps do I follow to edit the confidentiality statement? How can I update the confidentiality statement on my business plan?
The Confidentiality Statement appears on the Cover Page of your business plan and communicates that the contents of the plan are private and not to be shared without permission. This is a standard clause often included when sharing your plan with investors or other third parties.
Steps to View or Edit the Confidentiality Statement
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Log in to your Bizplan account.
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From the left-hand menu, click on Business Plan.
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Select Cover from the Setup section.
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Scroll down to the Confidentiality Statement section.
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View or edit the pre-filled statement as needed.
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All changes made are saved automatically.
Important Notes
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This section is editable, so you can customize the language to match your legal or professional preferences.
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The statement is included on the first page of your exported business plan PDF.
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Keep the language clear and professional—this statement sets the tone for how your plan should be handled by others.