Template Management & Creation – Client Manager

Template Management Overview

Client Manager handles document creation in a unique and efficient way, that enables a user to reuse aspects of different documents in multiple applications
These reusable aspects of a document are referred to as Sections
If we consider the application of a Statement of Advice (SOA), the Sections of that document would include things like the Cover Page, Table of Contents and 'About You' - rather than grouping these individual Sections together each time the template is generated, we would group these together as a Master Template - which is simply a loose collection of pre-defined Sections

Again consider breaking these larger templates down into bite sized Sections - it means that we can recycle the same sections across multiple documents/Master Templates
This build efficiency through document maintenance, as we only need to update the Section once and the System will automatically reference those changes wherever the Section is used
It also gives the user an extreme amount of flexibility to generate exactly the document that they need, which cuts down the time spent editing your completed document to remove redundant content

A Master Template is a grouping of one or more Sections
Navigate to Menu > Practice Management > Template Management > Expand on 'Master Templates'

A user can then create a new folder to store Master Templates in, or a new Master Template can be added to an existing folder

Create a New Folder

Select on the heading 'Master Templates' > Actions > Add Folder > Name the folder > Save

Create a new Master Template

Select on the Folder Name where you want the Master Template to live > Actions > New Master Template > Open the Master template and drop relevant sections into the Master Template before saving

A Section is always required when building a new template
Navigate to Menu > Practice Management > Template Management > Expand on 'Sections'

A user then has the option to create a new 'Folder' to sort Sections in through Actions

OR, the user can add a new Section to an existing folder, Select on the Folder Name > Actions > New Section

When creating a new Section, you will notice that the system gives you the option to upload a document at the same time

This allows the user to import an existing template or document into the System - this can be handing if you have already formatted a document outside of Client Manager, such as a letterhead document

A Sub-Section allows content to be built, and then dragged into a section; in a similar way that sections are dragged into Master Templates
Sub-Sections are not mandatory when building templates, but tend to be used by more advanced Client Manager users to construct intelligent coding within a document
A common use for Sub-Sections is to control Risk Profile information - when paired with Conditional Coding, Client Manager is able to control when different Risk Profile information will appear in a document

Navigate to Menu > Practice Management > Template Management > Expand on 'Sub-Sections'
A user then has the option to create a new 'Folder' to sort Sub-Sections in through Actions
OR, the user can add a new Sub-Section to an existing folder, Select on the Folder Name > Actions > New Sub-Section
When creating a new Sub-Section, you will notice that the system gives you the option to upload a document at the same time
This allows the user to import an existing template or document into the System - this can be handing if you have already formatted a document outside of Client Manager, such as a Risk Profile information for each of the relevant profiles such as Growth, High Growth, etc

Templates will be prefixed with either (P) or (D)
This indicates whether the template has been created at the Practice or Dealer User Level

Templates that have been created by a Dealer (D) can be viewed and used by all users on the site, however they can only be deleted or edited by other Dealers
If a Practice Level User wishes to make changes to the Dealer Level template, the Practice User can copy the template - this creates an exact copy of the template, at the Practice Level which can then be edited

Templates that have been created by a Practice (P) can be edited, deleted and used by all users on the site
These templates can also be copied if a user wishes to utilise existing formatting or coding that exists in the template