Add / Edit Research Template

This screen is shown when you select Add New Research Template.

It is here that the text is entered that is used to explain current market trends and your company’s current financial planning advice and decisions.  The same text is used for all risk profiles.

The fields on this screen are discussed below:

Research Template Name is the name of the template that you are creating.

Template Active indicates whether or not this template is active.  A template must be active to be used in the system.  The system default ticks this field as active.

Notes are personal comments made by you about this template.  These notes are used as a description of this template.

Research Information is where the actual text about this research template is entered.  

Once you have entered the required information and typed in the text for this template, click the Next button at the bottom of the screen to continue to the next screen.  To exit this screen, without saving the information, click the Cancel button at the bottom of the screen.