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 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.