How to Manage Suitability Report Templates
Overview
Suitability Report Templates allow your firm's administrators to create and manage reusable templates that advisers can use when generating suitability reports for their cases. Templates contain pre-written text with dynamic tokens that automatically pull in case and client data.
Getting Started
Where to find it: Go to Settings > Suitability Report Templates
Who can access it: System Administrators and Managers can manage templates.
Creating a New Template
Click the Add New Template button in the top right corner.
A new template editor opens with the default name "New Suitability Report".
Click the pencil icon next to the template name to rename it.
Use the rich text editor to write your template content.
Insert tokens from the Tokens panel on the right to add dynamic fields that will be automatically populated with case data. Click a category, then click a token (or drag it) into the template.
Click Optional Content above the editor to add sections advisers can choose to include or exclude.
Click Editable Text or Editable Inline Text to add areas where advisers can type custom text when using the template. You can also add a Date Picker or a Comment.
Click Document Settings in the editor toolbar to set the font family and page margins.
Click Save when finished.
Previewing a Template
Open a template for editing.
Click the Preview button to see how the report will look.
Publishing and Unpublishing Templates
Templates must be Active before advisers can use them.
On the templates list, click the Active or Inactive button next to a template to switch it.
Only active templates appear in the template menu when advisers create suitability reports.
Deleting a Template
On the templates list, click the delete (bin) icon next to the template.
Confirm that you want to delete the template permanently.
You can only delete a template that has not been used to create a suitability report. If it has been used, set it to Inactive instead.
Template Font and Margin Settings
Fonts: Calibri, Arial, or Times New Roman
Margins: Normal, Narrow, or Moderate
Tips & Best Practices
Do not copy and paste formatted text from external sources into the editor. It can cause formatting issues and stop the template or document from being generated. Paste unformatted text only (for example with Ctrl+Shift+V).
Use tokens wherever possible instead of typing static data, for example client names, addresses and product details.
Use optional content blocks for sections that may not apply to every case.
Create separate templates for different types of case.
New templates are Inactive until you set them to Active, so you can work on a template before advisers can use it.
Set a consistent font and margin across all your templates for a professional look.
Use Preview to check a new template before you set it to Active.
Frequently Asked Questions
Q: Why can't my advisers see a template I've just created?
A: Templates must be set to Active before they appear in the template menu for advisers.
Q: What happens to existing suitability reports if I edit a template?
A: Editing a template does not affect suitability reports that have already been created from it.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.