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The Digital Advice Template Editor in AdviserLogic allows you to review, edit, and tailor your advice document content before finalising or downloading. This editor supports rich text formatting and gives you greater control over client-facing advice wording, logic, and presentation. It’s especially useful for ensuring templates reflect your practice style and meet client needs.
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The rich text editor offers complete functionality through a very intuitive interface that feels natural to use.

Moving away from the classic pop-up style, we have introduced a modern design that is sleek, stylish and functional, enhancing the user experience with clean lines.
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The Digital Advice editor provides the option to keep or clear formatting when pasting from Microsoft Word or Excel, allowing for the flexibility to keep styles or paste plain text.

Images can be inserted by dragging and dropping, browsing, or pasting a URL. Reposition images by dragging and dropping them, resize by clicking, and adjust alignment. Link, replace or delete them.

Tables
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Keep your data organized using tables, with both basic and advanced operations on cells, rows and columns. To accommodate your need for customisation, we have created the ability to resize them.
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The table edit popup offers an easy and intuitive way to edit the entire table, one, or multiple cells. Use the TAB key to jump through table cells, or insert a new row if TAB is pressed in the last table cell.

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Easily insert web links to images!

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Easily insert videos by URL. Our rich text editor automatically parses YouTube, Vimeo, Yahoo and Daily Motion video links.
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Paste the link into the page and then mouse-click anywhere in the URL link. The Video editing toolbar will display. Select Edit Link to change the text displayed for the link, and set it to open in a new tab.

Template - It's a matter of style
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Some key considerations when designing and changing a template include.

Basic styling, such as bold and italic, is built-in and easy to apply.

Change font size with pixel precision. No more small, medium, large, with nothing in between.
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Give your text some personality using a different font family from your custom list of available fonts.

Give your thoughts some colour. Change the text or background colour, selecting from your colour palette.

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Strategy pages will appear within the Digital Advice application, allowing you to directly edit the output on the screen without needing to go into edit mode first.

Each page can be accessed at any time by selecting the Save and Preview button, which allows you to edit by clicking on the edit pencil icon in the top right corner. Once in edit mode, make your changes and then select the save icon from the top right of the window.
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By selecting Preview from a Scenario card, you can open the template and make any final edits before downloading and sharing it with your clients.
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By selecting 'Download' from a Scenario card, you can select the MSWord icon to download the template and make any final edits in Word before sharing it with your clients.
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