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Introducing new features!
Introducing new features!

Hot off the press features in Advice Designer

Updated over 2 weeks ago

We’re thrilled to announce the release of the following features:

A further enhancement to our two way integration with Xplan, allowing users to push the supporting and advice documents to Xplan's File Notes. This feature is designed to streamline your workflow and improve user experience.

Users now have the ability to adjust the Authority To Proceed wording. Changing the standard to custom.

This new field also accommodates template wording via Quick Text, at a user, Workspace, Licensee and Organisation level.

A new “Outline of our advice” section allows users to include advice summary details, in their own preferred format, either within the merged document, Presentation or both.

This new field also accommodates template wording via Quick Text, at a user, Workspace, Licensee and Organisation level.

These additions is the result of our commitment to continuously improving Advice Designer.

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