Create Advisory Documents Templates

You can create your Advisory Documents Templates to meet your business needs.

  1. In Advisory, choose Setup > Advisory Documents Templates from the menu bar.
  2. Click New Template.
  3. Enter the name of the template.
  4. Click Save & Close to close the panel, or click Save & Open to open and work in the template.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.

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