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Overview
The Digital Advice “Edit in Build” functionality allows you to modify your advice document in real time as you construct a scenario. This feature ensures your advice remains accurate, tailored, and aligned with client needs before finalising the output. By enabling in-line editing, AdviserLogic helps reduce rework and improves efficiency when generating compliant advice documents.
⚠️Important
Support logins have read-only access to scenarios. Only Paraplanners and Advisers can create or edit scenarios.
Access
Select the Save & Preview button, located in the top right corner at any time for the slide out to appear, providing you with access to the document.
You can open and edit any page as you work through your advice. Click the close X icon on the top left to close this view.
The advice template can be edited from this view or you can use the icon in top right to open in a separate window.
Editing Mode
In order to edit the content on any page, you must first go into edit mode by clicking on the pencil icon in the top right menu options.
Once all editing is complete, click on the Save icon in the top right menu options where the pencil was located.
For assistance in editing, please refer to Template Editor section.
You can edit the Advice template from the Digital Advice Scenario screen to make any final changes to the document.
