The section wizards

What is a section wizard?
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 ...
Wed, 12 Sep, 2018 at 4:06 PM
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 This is located just below the...
Fri, 7 Sep, 2018 at 12:46 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?
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...
Fri, 14 Sep, 2018 at 3:24 PM
Why do certain Advice Reasons include *INSERT*?
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...
Thu, 23 Aug, 2018 at 4:11 PM
Can I change the display order of the Advice Options and Advice Reasons?
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...
Wed, 12 Sep, 2018 at 4:11 PM
How do I add an Advice Option / Reason to my library and share it with the team from within a step?
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...
Fri, 14 Sep, 2018 at 3:24 PM
Can I hide a step?
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...
Wed, 12 Sep, 2018 at 4:12 PM