We focus on locating and cloning pre-existing templates from the library. We also demonstrate how to insert values into templates, pulling through information from intelliflo office, and we will look at how you can use snippets and conditions to save time and minimise manual updates of documents.

Pre-requisite knowledge/webinar: Getting started with document designer

Recommended for: Template creators

We explore why and when you may wish to use snippets within your templates and demonstrate how to add text, images and values into your snippets. In addition, we consider how to apply other functionality such as conditions and prompts to streamline your data output. 

Pre-requisite knowledge/webinar: Creating your own base template

Recommended for: Template creators

We look at the benefits and practicalities of using prompts within your templates. We then demonstrate examples you might wish to include using single-select, multi-select and conditional prompts.

Pre-requisite knowledge/webinar: Creating your own base template

Recommended for: Template creators

Watch here

We will demonstrate how to clone an LOA template from the library. We’ll also look at how to customise templates with your branding, in addition to amending prompts and values to focus the data you wish to pre-populate.

Pre-requisite knowledge/webinar: Creating your own base template

Recommended for: Template creators

Watch here

For efficiency you can produce invoices from office using a built-in template, negating a manual approach.

In this webinar we will demonstrate some options as to how you can configure invoices using Document Designer and publish to your users.

Pre-requisite knowledge/webinar: Adding fees, commission & income splits & creating your own fee model

Recommended for: Template creators & Income managers

Watch here

Suitability report templates can be complex and challenging to create. We'll show you how to clone from a base template, and how to customise your suitability reports to suit your organisation.

Pre-requisite knowledge/webinar: Creating your own base template

Recommended for: Users of document designer

28 June, 10am

In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

28 June, 2pm

Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.

Recommended for: individuals who build templates using Document Designer.

30 June, 10am

This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

Lorem ipsum dolor sit amet consectetur, adipisicing elit. Aspernatur voluptatibus minima amet vel officiis placeat modi sapiente voluptate repellendus. Placeat, nam quam ducimus nulla rerum incidunt. Vitae, consequatur iure. Repellat!

Lorem ipsum dolor sit amet consectetur, adipisicing elit. Aspernatur voluptatibus minima amet vel officiis placeat modi sapiente voluptate repellendus. Placeat, nam quam ducimus nulla rerum incidunt. Vitae, consequatur iure. Repellat!