Report template library
Pre-loaded with a selection of pre-configured, partially completed report templates covering specific advice scenarios to use as the starting pointing for creating new reports.
Greater efficiency
Removes any repetitive input from the report building process, whilst ensuring the user is still prompted to provide all the relevant key information required of a highly personalised report.
Consistent advice outcomes
Pre-configured workflows help to encourage consistent advice outcomes.
Create your own templates
Create and configure your own templates from a report or by cloning and updating another template.
Centrally managed
Templates can be shared, and centrally managed and maintained for the benefit the team.
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