Custom Appendices

What is the purpose of the Custom Appendix feature?
The Custom Appendices feature allows company administrators to create structured individual Appendices which are then available for selection when writing a...
Mon, 20 Apr, 2020 at 11:27 AM
How do you create a Custom Appendix?
From the Custom Appendices page in the Content Management area, select the "Create a New Appendix" button, located on the top right hand side of t...
Wed, 22 Apr, 2020 at 11:34 AM
How is the Custom Appendices feature used in the wizard?
In the penultimate page of the Suitability Report template, there is a page titled 'Appendices'. In the Appendices page there are two sections...
Mon, 20 Apr, 2020 at 11:27 AM
How do you edit a Custom Appendix?
The user must navigate to the custom appendix they would like to edit/update.  Located in the paragraph box is the 'Edit Appendix' button. The...
Mon, 20 Apr, 2020 at 11:25 AM
How do you search for a specific Custom Appendix?
Within the custom appendices pages, there is a search option located above the appendices on the screen, just below the page introduction text. This is outl...
Mon, 20 Apr, 2020 at 11:25 AM
How do you delete a Custom Appendix?
A custom appendix can be deleted by clicking on either the ‘Delete Appendix’ button if the custom appendix has been published, or the 'Delete Draft App...
Mon, 20 Apr, 2020 at 11:26 AM
How do you duplicate a Custom Appendix?
The user must navigate to the custom appendix they would like to copy/duplicate.  Located in the provider/platform box is the 'Duplicate Appendix&#...
Mon, 20 Apr, 2020 at 11:26 AM
How do you preview a Custom Appendix?
The user must navigate to the custom appendix they would like to preview.  Located in the custom appendix box is the 'Preview Appendix' button...
Mon, 20 Apr, 2020 at 11:26 AM
How do you unpublish a Custom Appendix?
The user must navigate to the investment they would like to unpublish.  Located in the investment box is the 'Unpublish Appendix' button. The ...
Mon, 20 Apr, 2020 at 11:26 AM
How do you re-publish a Custom Appendix?
The user must go into the appendix's design wizard, go to the final page 'Save and Publish', and select the button 'Save and Publish App...
Mon, 20 Apr, 2020 at 11:27 AM