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Getting Started FAQ
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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Full or Focused Independence?
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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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?
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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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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