Templates & Field Management
Task and Workflow Configuration - Task Templates
This section of AdviceOS allows you to create templates for any tasks you want your office to have available. Once a task template has been designed and saved here, it will be accessible for your staff to use for any clients as required. These tasks ...
New Configuration - Custom Field Management
The Custom Field Management section of AdviceOS allows you to create customised fields within certain areas of AdviceOS that may be relevant or specific to your Practice or Dealergroup. This is generally information that you want to capture about ...
Task and Workflow Configuration - Event Mapping
What is event mapping? Event Mapping is the process of setting up either a preset task or workflow based on certain events that happen for your client. This allows you to automate the creation of tasks for your Practice prior to key events, so that ...
Task and Workflow Configuration - Workflows
Workflows within AdviceOS allow you to create a sequence of pre-set tasks within a specific flow. This may include certain events, branches, and steps based on relevant outcomes within AdviceOS. For Workflows to work correctly, you will need to ...
Task and Workflow Configuration - Positions and Teams
Introduction Positions and Teams section of AdviceOS can be used to directly impact how your tasks are allocated across staff members within your organization. To locate this section, navigate to Settings > Task and Workflow Configuration > Positions ...
New Configuration - 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 ...
New Configuration - FSG and 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 ...
New Configuration - 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 ...
New Configuration - 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 you ...