Generating templated documents in AdviserLogic allows you to efficiently produce compliant advice documents such as Statements of Advice (SOAs) or Records of Advice (ROAs). Templates streamline your workflow by automatically populating client and strategy data into pre-defined document structures, reducing manual editing and ensuring consistency. AdviserLogic supports both standard and customised templates, enabling you to tailor documents to your practice needs.
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​Generating templated documents, such as a Statement of Advice, can be accomplished via the Reports tab on a client's record.

Open a client record, and select Reports tab.
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Select Templates, either from the drop down menu when hovering over the Reports button or from the top left tab once the Reports page opens.
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Select a folder from the Select Template Folder drop-down menu. AdviserLogic provides a standard set of templates for all account holders, however, you may have access to Dealer Group templates as well.
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Once you've selected the correct folder, select the template you want to use within the Select Template menu and generate the report.
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If you need to customise the report, you may need to use the Template Wizard. This allows you to customise various fields in your report, as well as include or exclude a number of different paragraphs.
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Once you have customised the required fields you may generate the report.

After a short delay, your document will be provided as a download in an editable Microsoft Word processing format. You can save it or open it to check the contents and make any further adjustments required.