The section wizards

VIDEO: How to write a report: The Introduction section
Tue, 10 Nov, 2020 at 2:52 PM
VIDEO: How to write a report: A review section
Tue, 10 Nov, 2020 at 2:52 PM
VIDEO: How to write a report: A recommendation section
Tue, 10 Nov, 2020 at 2:55 PM
VIDEO: How to write a report: The Recommended Investment Strategy Section
Tue, 10 Nov, 2020 at 2:55 PM
VIDEO: How to write a report: The Important Information section
Tue, 10 Nov, 2020 at 2:56 PM
What is a section wizard?
A section wizard is an intelligent and progressive Q&A session made up of a number of dynamic steps with prompts for you to provide the information requ...
Thu, 30 Jan, 2020 at 10:11 AM
Is my work automatically saved as I progress through a section?
Yes. When you click the next button of a step, all data included up to that point will be saved automatically.
Fri, 14 Sep, 2018 at 4:11 PM
How do I navigate around a section wizard?
Every section wizard includes 3 levels of navigation to help you get where you want to be quickly.   1. Step navigation As you progress through a wiza...
Thu, 4 Mar, 2021 at 1:26 PM
Is it ok to only select the standard Advice Reasons?
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...
Wed, 12 Sep, 2018 at 4:09 PM
How do I edit an Advice Option / Reason within the step?
The ability to select and edit our standard Advice Options and Reasons, and add your own custom Advice Options and Reasons is one of the key bits of functio...
Fri, 5 Mar, 2021 at 10:11 AM