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The Quick Docs feature in AdviserLogic allows users to set up templates for various shortcut buttons throughout the system. This functionality is used for generating specific reports and documents quickly and efficiently.
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The Quick Docs feature has been important for managing various reports and templates. However, the transition to Digi templates represents a move towards more straightforward and efficient document management.
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Understanding which reports remain relevant and which have transitioned can help users navigate this evolving functionality.
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To Access the Quick Docs feature, go to Tools > Adviser Tools > Practice Management > Quick Docs.
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You will see a tiles menu listing the various shortcuts and reports throughout AdviserLogic and options to assign template folders and templates visa drop-down menus.
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To change a template, go to the tile related to the shortcut or report you need to change, choose a folder from the drop-down options, and select a template from the folder to assign the template to the shortcut or report.
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While Quick Docs has been instrumental, many of its functions are becoming obsolete as we upgrade to Digital Templates. AdviserLogic is transitioning from DOCX connections to Digi templates managed through the Template Designer.
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However, several reports are still managed through Quick Docs.​

Below is a list of the current reports and shortcuts still being managed by the Quick Docs feature.​

Accessible through the blue down arrow button on the Client Home page.
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This report is linked to an option in the three-dot menu in the Assets section, specifically for Managed Funds.
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Accessed via Tools > Adviser Tools > Database Reporting.
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This record of advice (RoA) template remains in use.
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Found under Reports > Calculators
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There is a feature at the bottom left of the Quick Docs interface labelled Reports Drop-down Quick Docs.
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This allows setting DOCX templates that create a submenu under the reports hover menu for easier access to functional DOCX reports.
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Many reports and templates previously managed by Quick Docs have transitioned to Digi templates.
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