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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 create a Suitability Report using Document Templates, simply follow these steps:

1. Select the primary case you wish to create 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. Select the cases to bring into your Suitability Report

When you click on Use template, you will be able to select each case to include in your document. In this example, a template that supports a single mortgage, and a group of protection cases has been selected.

In the below example, you will notice the Mortgage has been pre-selected by default. This is because this was the first case the adviser selected. During this process, the adviser has also selected two protection cases (as highlighted in blue).

4. Create your draft Suitability Report

Once at least one case has been selected, click on Create Draft Document to create your document.

5. Edit your Suitability report

Once you have selected a template, the relevant cases, and clicked Create Draft Document, you can now edit your draft Suitability Report based on the template provided by your system administrator.