Help & Support

General Application 8

• What type of Reports/Templates can be created via ATEB suitability?
• At a glance, where can you see the number of in progress reports, completed reports and available templates?
• How do you log out of the system?
• Where can you see the templates you have access to?
• The sidebar has disappeared; how do you get this to reappear?

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Report Content 1

• Full or Focused Independence?

Reports 7

• How do you create a new report?
• How do you open/edit an existing report?
• How do you create a template from a report?
• How do you delete a report?
• How do you reassign a report to another user?

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Report Wizard 4

• How do you download a PDF or Word copy of a report?
• How do you preview a report while working in the application wizard?
• How do you save an 'In Progress' report?
• Why does nothing happen when I click Preview in the Report Wizard?

Templates 10

• VIDEO: Templates Tutorial
• How do you create a new template?
• How do you move a template from 'Your Templates' into 'Company Templates' and vice-versa?
• How do you create a report from an existing template?
• How do you search for a template?

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Sample Templates 11

• Creating Personalised Templates Guide
• Annual Review Flexi-Access Drawdown Template
• Annual Review ISA and GIA Template
• Defined Benefit Recommendation to Retain Template - FULL ADVICE
• Defined Benefit to Flexi-Access Drawdown Transfer Template - FULL ADVICE

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