Wizard sections

VIDEO: How to write a report: The Introduction section
Fri, 26 Apr, 2024 at 7:42 PM
VIDEO: How to write a report: The Client Risk Profile section
Fri, 26 Apr, 2024 at 7:42 PM
VIDEO: How to write a report: A review section
Fri, 26 Apr, 2024 at 7:42 PM
VIDEO: How to write a report: A recommendation section
Fri, 26 Apr, 2024 at 7:42 PM
VIDEO: How to write a report: The Recommended Investment Strategy section
Fri, 26 Apr, 2024 at 7:42 PM
VIDEO: How to write a report: The Important Information section
Fri, 26 Apr, 2024 at 7:43 PM
What is a wizard section?
A wizard section is an intelligent and progressive Q&A session made up of a number of dynamic steps. A step looks like this, and in the example below th...
Fri, 26 Apr, 2024 at 7:43 PM
Is my work automatically saved as I progress through a section?
Yes. When you click the Next step button in the bottom right hand corner of any step, all the data you have included up to that point will be saved automati...
Fri, 26 Apr, 2024 at 7:43 PM
Is it ok to only select the standard options included within a step?
We wouldn't recommend it as this could make the report seem impersonal. It is also unlikely to win you many friends with compliance, and most likely put...
Fri, 26 Apr, 2024 at 7:43 PM
How do I edit the wording of the selectable options within a step?
The ability to edit the wording of the standard selectable options and add your own custom options is one of the key bits of functionality that makes the re...
Fri, 26 Apr, 2024 at 7:43 PM