Skip to main content

Digital Advice - How do I edit the final SoA?

Learn how to edit the final Statement of Advice (SoA) before generating or sharing it with your client.

Updated over a week ago

Click on images to expand in a new tab


How do I edit the final SoA?

Select the Save and Preview icon from within the scenario to open the editing window. Then select the pen icon at the top right corner of the editing window to enter SoA's edit mode. Scroll down the left menu to navigate the content table. Alternatively, download the SoA as a Word Document and edit it as such.
​​

Did this answer your question?