There are three ways you can add a new provider:
1. Add the new provider from scratch from within the Provider Library.
2. Clone an existing provider in the Provider Library and update as required.
3. Add the new provider from scratch on the fly from within the Plan Summary step of a recommendation section.
This article walks you through the first option. To add a new provider from scratch from within your Provider Library, click Add provider.
This will open a new window where you'll be prompted to:
- Add a provider name.
- Upload a provider logo (optional)
- Add a provider description. We'd suggest you include a brief overview of the provider’s background and financial strength rating. This will be automatically inserted in your reports when the provider is selected.
If you upload a logo this will be automatically inserted in your reports whenever the provider is selected, thereby adding even further visual interest to your reports.
Having added the provider, you will then need to click the ‘Linked sections’ icon to the right to select the recommendation sections you would like it to appear in.
