This screen is shown when you select Add Document.
It is here that the type of document template is selected and the document style is selected. The header and footer information is also entered here.
Document Template Name is the name of the template that you are creating.
Copy an existing document. In the case when you what to create a new document based on an existing document then select this option.
Document Type is the type of document this template this will be used for. This option determines where this template can be accessed from and what sections it will contain. This is a choice field. The options are:
- Plan Type – this template will be listed as a template option in Plans.
- Review Type – this template will be listed as a template option in Reviews.
- Correspondence Type – this template will be listed as a template option when adding new Correspondence.
- Adjustment Letters Type – this template will be listed as a template option in the Back Office Tasks, in the Request to Action section.
- Backoffice Plan Documents - this template will be listed as a template option in the Back Office Tasks, in the Plan to Prepare section, in step 5 Generate Required Documentation.
- Backoffice Plan Preparation Checksheet - this template will be listed as a template option in the Back Office Tasks, in the Plan to Prepare section, in step 3 Generate Preparation Checksheet.
- Backoffice Plan Advisor Checksheet - this template will be listed as a template option in the Back Office Tasks, in the Plan to Prepare section, in step 4 Generate Advisor Preparation Checksheet.
- Labels - this template will be listed as a template option in the Back Office Tasks, in the Plan to Prepare section, in step 2 Generate Client Labels.
- Backoffice Plan Implementation Checksheet – this template will be listed as a template option in the Back Office Tasks, in the Plans to Implement section.
- Invoices – this template will be listed as a template option in the Back Office Invoices section.
- Questionnaire Sheet
- Event Correspondence
- Contact Correspondence
- Questionnaire Document
- Maturity Correspondence
- Fund Correspondence
- Goal Based Financial Plan
Document Style is the style template that will be used for this document template. This is a choice field. The options are retrieved from the style list.
Document Template Notes is a description about this template.
Generate Header & Footer is a tick box to indicate whether or not you want to show a header and/or footer. If this field is left blank, then the information on this screen is complete. If this box is ticked, the screen is refreshed and the fields shown below are shown on the screen.
Header & Footer on Title Page is a tick box to indicate whether or not a header and/or footer must be shown on the title page.
Line on Header & Footer is a tick box indicating if a line must be shown below the header and above the footer.
| | Left | Centre | Right |
| Header | | | |
| Footer | | | |
This area allows you to specify what information you want shown in the header and the footer, and in what position. Each of these positions is a choice field. The options are:
- Blank – this area of the header or footer is left blank.
- Page number – places the current page number in the selected position.
- Company Name – places the name of the company in the selected position.
- Document name – places the name of the document in the selected position.
- Date – places the current date in the selected position.
- Company Logo – places the company logo in the selected position.
- Party name – places the name of the party in the selected position.
- Page n of m – places the word “page”, the current page number, the word “of”, and the total number of pages in this document in the selected position.
Once you have entered this information, click the Next button at the bottom of the screen to continue. To exit this screen, without saving the information, click the Cancel button at the bottom of the screen.
