Now you can insert an image or logo into the suitability letter template. Just copy and paste the url into the ‘image insert’ editor and adjust the size.

We have added two new tokens: Client Address and Client Address List. These combine the client address into one token, and provide the option to display the list in a vertical format.

We have added font formatting such as types, sizing, bold, italics etc. which will now pull through to the generated report.

Improvements to the formatting on tables (like column and row sizing) have been added to the generator and this formatting is pulled through to the rendered document.

The page in the template builder, preview and advisor screen now closer resembles an actual document.

SmartrTalk description has been updated to accommodate line breaks in the .ics file for the email invite

Managers can now be assigned tasks on any case they can view, and they can create tasks for other advisors who have access to the case