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Downloading the Statement of Advice (SoA) in DOCX (Word) or PDF
AdviserLogic offers flexibility in downloading and editing the Statement of Advice (SoA) in Digital Advice by providing it in an editable DOCX (Word) format, in addition to PDF. Making it easier to customise advice documents from start to finish.
How to Download the SoA
⚠️Important
A completed Digital Advice Scenario must be present for these instructions to work
From the Client record navigate to Digital Advice > Scenarios.
From the Scenario Card, select the Download button. From the Advice Documents section, choose the Word document icon 📄 to download the SoA in DOCX.
This feature enables seamless editing and customisation of the SoA before finalising it for client presentation.
📌Note
The Docx version of the SoA can only be downloaded from the scenario tile.
To download the completed Soa as a PDF select the PDF icon
📌Note
The PDF SoA download is not editable