A section wizard is an intelligent and progressive Q&A session made up of a number of steps with prompts for you to provide the information required to ...

Yes. When you click the next button of a step, all data included up to that point will be saved automatically.

Every section wizard includes 3 levels of navigation to help you get where you want to be quickly.   1. Step navigation This is located just below the...

We wouldn't recommend it as this could make the report seem impersonal. It is unlikely to win you many friends with compliance and will most likely put...

When you select any Advice Option or Advice Reason in a step of a section you'll notice that a pencil (edit) icon will appear to the right of the selec...

The regulator's guidance regarding the use of templates and software is quite clear. Although they can be useful and time-saving, the report must still...

Yes and no. Sorry but you can't change the order the Advice Options and Advice Reasons are displayed in the section wizards, but you can change the ord...

Account Admins can add a custom advice option or advice reason to their Advice Options & Reasons Library AND share it with the team from directly within...

If you're signed up to a Company Plan Midi (or above) and don't feel that a certain step within a section is relevant for your users we can hide i...