Are you using Document Templates? Our Document Templates feature is currently available in beta. If you don't have access, please click here.

Check out this quick clip on How to Create, Edit, and Publish a Suitability Report using the new Document Templates feature, or read on for more instructions.

To finalise a Suitability Report, simply follow these steps:

1. After creating and modifying your draft, we recommend previewing your document before clicking Finalise.

2. Ready to publish, it's time to finalise your document

Once you have created and modified your draft, and you are ready to share with your client, you can generate a PDF document. This document will also go straight to the Document Store for you and your client(s).

Before clicking Finalise, confirm all modifications that you wish to make have been made. Once finalised is clicked, your draft will be removed from the drafts documents page.

3. Finalise your document

From here you can move onto Finalise your document, or return to Continue Editing.

If you would like to continue to make changes, you can click Continue Editing. Once happy with your draft document, click Finalise to generate a PDF version.

A PDF will be saved in the document store for any case selected to be used with your draft.