Bulk Documents are templates designed to be produced against multiple clients at once.
They can be built with various client-specific information controlled with coding, but are not designed to pull through information from the Advice Wizard, such as recommendations.
Bulk Documents are generated from a client list, which can be produced in multiple ways.
To create a Bulk Document Template:
- Menu > Practice Management > Template Management
- Expand on Bulk Documents
- Select on a Folder > Actions > New Document
- You will then build out content in the same way that you would when creating a Section