Skip to main content
All CollectionsPlans
Plan Authoring: Adding Advice Outline
Plan Authoring: Adding Advice Outline

How to add an Advice Outline to the plan and presentation

Updated over 2 weeks ago

Advice Designer accommodates an outline of the advice to be added in the advice document or Presentation.

How to add 'Outline of our Advice' in the Plan Authoring

Within a plan:

  1. Click on the Strategy chevron

  2. Select the Outline of our advice tab

  3. Set 'Include Outline of our advice details' to Yes

  4. Include/Exclude Outline of our advice details in Presentation

  5. Capture Outline of our advice content

This field can be templated by a User, within a Workspace, Licensee or Organisation

Viewing 'Outline of our Advice' in the Document

IF Include Outline of our advice details is set to YES

Once updated - look for the Outline of Advice within the Table of Contents.

An additional header will populate the Outline of advice details captured in the plan.

Viewing 'Outline of our Advice' in the Presentation

IF Include Outline of our advice details in Presentation is set to YES

A new “Outline of our advice” section will be exposed on the Presentation, after Reasons for seeking advice.

Did this answer your question?