Templates and Field Management
Workflow Designer
The steps in the attached document will guide you on setting up a workflow using the Workflow Designer tool.
Email Template Management
Creating email templates This section allows you to create and edit notifications and email templates. Navigate to Settings / New Configuration / Email Template Management to start creating your own templates. 1) Choose the owner of the template You ...
User Documents and Templates
Introduction The user Documents and Templates section of AdviceOS is broken down into three main pages, which can be found by navigating to Settings > Templates and Field Management > User Documents and Templates. The three main areas of this section ...
Uploading an FSG or Privacy Policy
FSG management and version control is typically controlled at the licensee or practice level. This configuration functionality allows permission to users to track and control the version being used by a practice and ultimately the versions provided ...
Client Folders
Overview This area of AdviceOS allows you to add and name new folders and sub folders for document storage within Client Records. This ensures that each client has the same folder structure for easy access to documents and consistent management. At ...
User Email Signatures
Accessing Email Signature Page Hover of the main menu (1), hover over settings (2) and select User Email Signatures (3): When first entering this tab the page will appear like so: Inputting Your Email Signature into AdviceOS First select the user ...