How to Create and Manage Suitability Report Templates in Smartr365
Overview
Suitability Report Templates lets you create custom report templates that your advisers can use when generating suitability reports for clients. Templates support dynamic tokens that automatically populate with case and client data.
Getting Started
Where to find it: Go to Settings > Suitability Report Templates
Who can access it: System Administrators and Managers
Step-by-Step Guide
Creating a New Template
Click Create New Template
Give your template a name by clicking the name field at the top
Use the rich text editor to write your template content
Insert dynamic tokens from the token panel
Optionally add editable text areas, optional content sections, date pickers, or comment fields
Set your preferred font family and page margins
Click Save
Publishing and Unpublishing Templates
From the template list, use the publish/unpublish toggle next to each template
Only published templates are available for advisers to use in suitability reports
Previewing a Template
Open a template for editing
Click the Preview button to see how the report will look
Deleting a Template
From the template list, click the delete option on the template
Confirm the deletion
Tips & Best Practices
Use tokens to automatically pull in client names, addresses, product details, and other case data
Create unpublished drafts to work on templates before making them available to advisers
Use optional content blocks for sections that may not apply to every case
Set a consistent font and margin across all your templates for a professional look
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.