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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 edit a Suitability Report, simply follow these steps:

1. Select the primary case you wish to edit a Suitability Report for

This will be the case that's displayed in the case switcher at the top of the case summary.

2. Navigate to Documents (under Cases)

Here you will see a list of templates created and published by your system administrator. This list of templates is based on the case type you've selected. In this example, a mortgage case has been selected so all templates with Mortgage as the primary case type are available to choose from.

3. Choose between Templates and Drafts

Once you have clicked on Documents you will see two tabs on the far right, Templates & Drafts.

Templates will show you the list of templates your administrator has created that are available for you to use. Drafts will display all the current draft Suitability Reports you've created for that case (and any others selected).

Click on the row of the document to open the draft Suitability Report you've created.

4. Edit the Suitability Report

Only specific sections within your document will be able to be edited, as set by your network or administrator. When editing your Suitability Report, you will be able to see any case data that exists for the (case or cases) that you are using in your draft document.

4a. Editing Text set by your administrator

A green section indicates that the text inside can be edited. This text can be modified in any way.

4b. Selecting from a range of optional content

An orange section indicates that the content is optional and does not need to be included. Which can be optionally selected to be included.

4c. Highlighting text to be edited or chosen from

A blue section indicates that the content has been selected and that's where you are in the document. If you start typing while the text is highlighted blue, your text will overwrite the previously written text.