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You can create Word documents in your client’s Advisory projects to help you track information specific to that client.

1. In Advisory, click Projects or Setup > Advisory Documents Templates in the menu bar.

2. Do one of the following to open the project or binder.

   • Mark the checkbox for the project in the list, and click Edit.
   • Click Edit for the project in the list.
   • Click the project's link in the list.
3. Click New > Word Document.

4. In the New Word Document panel, enter the information.

   Note: If you select Include in the Roll Forward Setting field, Advisory will automatically retain and copy the folder structure from the rolled forward project to the new project and retain the roll forward settings for each document.

5. Optional: Mark the Delete on Finalize checkbox if you want the application to automatically delete the document once you have completed the information.
6. Click Save.

Projects in Advisory