There are two ways you can add a custom Advice Option (AO) or Advice Reason (AR) to a step of a section wizard.


1. Via the Advice Options & Reasons Library 


From your dashboard go to customisation > advice options and reasons, select the relevant section and step, and the AOs and / or ARs of that step will be displayed much like this:



If a step has both AOs and ARs, you can view the ARs for an AO, and add a custom AR to it, by clicking view advice reasons.


To add an AO or AR, click add advice option or add advice reason. You will be directed to a new page where you will be prompted to include your custom advice option or reason and save it.


2. From within the section wizard


It's also easy to add a custom advice option or reason to a step  from directly within the section wizard. Simply click add advice option or add advice reason within the step page.



You will be directed to a new page where you will be prompted to include your custom advice option or reason and save it. 


If you only wish to include the custom advice option or reason in that report click save. However, you will also have the option to save it to your Advice Options & Reasons Library.


Add to Advice Option / Reason Library - This will add and save the option to your library so it's available for you to select in this step when writing reports in the future.


Add to Advice Option / Reason Library AND share - This will add and save the option to your library and automatically mark it up as shared so it's available for selection by you and all of your account's users when writing reports in the future.