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Digital Advice - How do I change the template mapped to a scenario

Learn how to update the template linked to a Digital Advice scenario to control how your advice document is generated.

Updated over a week ago

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How do I change the template to be mapped to the scenario?

Select the gear icon and go into settings. Under General settings > Default templates > select Change. Now choose the select folder and then select the template, then Save.


Alternatively, once the scenario has been created the template may be changed from the Scenario tile by selecting the options from the Template dropdown and following the prompts.
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📌Note

Changing the settings may cause some data loss depending on the template fields. It is best to copy the scenario before applying any changes to the template.

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