Fact Find templates come ready to use out of the box. Each template consists of a file and an attached template form. You can replace with default template form with an updated version or an entirely different template form. This article shows you how.
Contents
Prerequisites
Know how to manage a document stack.
Opening the portal
Locate a lead or deal card and then double-click the name. The full view mode displays. Go to the Client Portal box and click the GO TO PORTAL button.
Editing the template
Depending on your document setup, the fact find template you want to edit could be a standalone file or inside a document stack.
A standalone template
If you want to edit a fact find template that is not part of a document stack:
Use the search bar to find the template.
Click the pencil icon.
Click here to jump to the next step.
Locate a template inside a document stack
Use the search bar to locate the document stack that contains the fact find template you want to edit. Select the stack. Click the EDIT button.
BrokerEngine opens the Edit Doc Stack window. Locate the fact find template, hover the mouse on the filename, and click the pencil icon.
Updating the template
The Edit Document Category page displays. Go to the Fact Find field and click the pencil icon.
Scroll through the list to find the new template, or use the search bar. Click the Use Template button to add the template.
Optionally
Click a column arrow to change the sort order.
Click the Preview button to inspect the template's contents.
Update the text (optional) and click the Save Changes button to update the find fact template.
Click SAVE on the EDIT DOC STACK window to save the stack.
