Advice Designer's first phase integration with myprosperity allows users to push advice documents, including any supporting documents, directly to a client within myprosperity.
💡Note: The ability to export content is only available for Published plans.
How to Export Content
Navigate to a published plan
(Suggested) Click on the Presentation chevron to view the Supporting Documents & Advice Document attachments
Click on the (top right) vertical ellipse icon "⋮"
Select Export content
Set Export to App to myprosperity
Search and select your client
Click Export
You'll be notified via notifications once your documents have been successfully exported to myprosperity
Documents uploaded can then be accessed by the client via their documents section, rooms or sent to the client for digital signatures.