# Find help in our extensive library

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## Getting Started

- [Getting Started](https://help.adviserlogic.com/en/articles/15940289-getting-started.md): Learn how to get started with AdviserLogic through guided training and related Help Centre resources.

## Practice Setup and Management

- [Your AdviserLogic User Profile](https://help.adviserlogic.com/en/articles/10584262-your-adviserlogic-user-profile.md): Learn how to update your AdviserLogic profile to ensure your details flow through to reports and advice documents
- [How to Export a Client List with Categories in Morningstar AdviserLogic](https://help.adviserlogic.com/en/articles/11720908-how-to-export-a-client-list-with-categories-in-morningstar-adviserlogic.md): Learn how to export a client list that includes client categories using the Segment Report module in AdviserLogic.
- [Requesting Admin Tools Access via User Management](https://help.adviserlogic.com/en/articles/12912034-requesting-admin-tools-access-via-user-management.md): Learn how to request access to Admin Tools so you can manage practice-level settings in AdviserLogic
- [Creating, Managing and Applying Model Portfolios](https://help.adviserlogic.com/en/articles/10584852-creating-managing-and-applying-model-portfolios.md): Learn how to create, customise, manage, and apply Model Portfolios across Digital Advice tools and client strategies
- [Create File Notes for Multiple Clients at the Same Time in AdviserLogic](https://help.adviserlogic.com/en/articles/13155100-create-file-notes-for-multiple-clients-at-the-same-time-in-adviserlogic.md): Learn how to quickly generate and send the same File Note to many clients at once
- [AdviserLogic Workflows Task Reassignment](https://help.adviserlogic.com/en/articles/13374477-adviserlogic-workflows-task-reassignment.md): Learn how to reassign tasks within AdviserLogic Workflows when responsibilities change or need updating.
- [Creating Database Segments Report](https://help.adviserlogic.com/en/articles/13182207-creating-database-segments-report.md): Learn how to create and manage database segments to group records based on specific criteria for reporting and ongoing use.
- [How to Import Outlook Appointments into AdviserLogic Diary](https://help.adviserlogic.com/en/articles/13339486-how-to-import-outlook-appointments-into-adviserlogic-diary.md): Learn how to connect your Outlook calendar with AdviserLogic Diary so Outlook appointments appear in AdviserLogic.
- [How to Use Diary in AdviserLogic](https://help.adviserlogic.com/en/articles/13333047-how-to-use-diary-in-adviserlogic.md): Learn how to manage appointments and tasks using the Diary feature in AdviserLogic.
- [Scheduled Segment Exports in AdviserLogic](https://help.adviserlogic.com/en/articles/13300239-scheduled-segment-exports-in-adviserlogic.md): Learn how to automatically export segment data on a regular schedule.
- [Workflow 2.0 in AdviserLogic](https://help.adviserlogic.com/en/articles/13382195-workflow-2-0-in-adviserlogic.md): Learn how to use AdviserLogic’s Workflow 2.0 to automate and manage your practice tasks efficiently.
- [Workflow Defaults and Alert Settings in AdviserLogic](https://help.adviserlogic.com/en/articles/13374023-workflow-defaults-and-alert-settings-in-adviserlogic.md): Learn how to configure workflow defaults and alert settings to standardise processes and stay informed across AdviserLogic.
- [Workflow Segmentation in AdviserLogic](https://help.adviserlogic.com/en/articles/13332965-workflow-segmentation-in-adviserlogic.md): Learn how to use Workflow Segmentation to find and report on workflows and tasks assigned to clients.
- [How to Set Up a Basic Workflow in AdviserLogic](https://help.adviserlogic.com/en/articles/10584997-how-to-set-up-a-basic-workflow-in-adviserlogic.md): Learn how to create, configure and launch a basic workflow to automate tasks for clients.
- [Generate E-mail Templates in Workflows](https://help.adviserlogic.com/en/articles/10585006-generate-e-mail-templates-in-workflows.md): Learn how to generate and use e-mail templates within AdviserLogic Workflows.
- [Admin Tasks in AdviserLogic](https://help.adviserlogic.com/en/articles/10584914-admin-tasks-in-adviserlogic.md): Learn how to complete key administrative tasks to manage your practice setup and user responsibilities.
- [Advanced Records Management – Recycle Bin](https://help.adviserlogic.com/en/articles/10584922-advanced-records-management-recycle-bin.md): Learn how to view and restore or permanently remove records using the Recycle Bin in AdviserLogic.
- [AdviserLogic - Adviser Groups](https://help.adviserlogic.com/en/articles/10584923-adviserlogic-adviser-groups.md): Learn how to set up and use Adviser Groups to customise how adviser details appear in documents and tools.
- [AdviserLogic Tools – Admin Workflow](https://help.adviserlogic.com/en/articles/10584915-adviserlogic-tools-admin-workflow.md): Learn how to use the AdviserLogic Admin Tools workflow to streamline and complete key administrative tasks.
- [AdviserLogic – Tools - Lenders](https://help.adviserlogic.com/en/articles/10584968-adviserlogic-tools-lenders.md): Learn how to create and manage custom lender records to use when adding client liabilities
- [APL-Approved Product List- Setup in AdviserLogic](https://help.adviserlogic.com/en/articles/10584927-apl-approved-product-list-setup-in-adviserlogic.md): Learn how to configure and manage your Approved Product List \(APL\) for investment products.
- [Basic Chrome Troubleshooting \(Try this first!\)](https://help.adviserlogic.com/en/articles/10584780-basic-chrome-troubleshooting-try-this-first.md): Learn how to troubleshoot common issues when accessing AdviserLogic or other web tools in Google Chrome.
- [Basic Troubleshooting – Clear Cache \(Quick Steps\)](https://help.adviserlogic.com/en/articles/10584263-basic-troubleshooting-clear-cache-quick-steps.md): Learn how to clear your browser cache to resolve common AdviserLogic loading and display issues.
- [Business Client Merger in AdviserLogic](https://help.adviserlogic.com/en/articles/10584918-business-client-merger-in-adviserlogic.md): Learn how to merge business clients into another Business or entity.
- [Client Reassignment in Advanced Records Management](https://help.adviserlogic.com/en/articles/10584920-client-reassignment-in-advanced-records-management.md): Learn how to reassign multiple client records from one adviser to another using the Advanced Records Management tool.
- [Copy File Notes in AdviserLogic](https://help.adviserlogic.com/en/articles/10584932-copy-file-notes-in-adviserlogic.md): Learn how to transfer all File Notes from one client record to another in AdviserLogic.
- [Database Segmentation Fields in AdviserLogic](https://help.adviserlogic.com/en/articles/10584339-database-segmentation-fields-in-adviserlogic.md): Learn how to understand and use Database Segmentation fields, including Parent Entity, to build custom client segments.
- [Export to Outlook in AdviserLogic](https://help.adviserlogic.com/en/articles/10584934-export-to-outlook-in-adviserlogic.md): Learn how to export client's contact from AdviserLogic into Microsoft Outlook using the Export to Outlook tool.
- [How to manage client relationships in Adviserlogic](https://help.adviserlogic.com/en/articles/10584947-how-to-manage-client-relationships-in-adviserlogic.md): Learn how to manage client relationships in AdviserLogic when default relationship categories do not meet your needs
- [How to Set Up Custom Task Types in AdviserLogic](https://help.adviserlogic.com/en/articles/10584906-how-to-set-up-custom-task-types-in-adviserlogic.md): Learn how to create and manage custom Task Types to tailor your workflow tasks to your firm’s requirements.
- [Map Orphan Records – Client/Partner in AdviserLogic](https://help.adviserlogic.com/en/articles/10584971-map-orphan-records-client-partner-in-adviserlogic.md): Learn how to find and link orphaned client or partner records back to the correct client/partner in AdviserLogic.
- [Map Orphan Records – Dependants](https://help.adviserlogic.com/en/articles/10584973-map-orphan-records-dependants.md): Learn how to match and link dependant records that were imported as orphan entries in AdviserLogic.
- [Map Orphan Records – Entities in AdviserLogic](https://help.adviserlogic.com/en/articles/10584974-map-orphan-records-entities-in-adviserlogic.md): Learn how to locate and map orphan entity records into AdviserLogic to correctly link them to client records.
- [Tools - Admin Notes](https://help.adviserlogic.com/en/articles/10584912-tools-admin-notes.md): Learn how to use the Admin Notes tool to keep internal practice-level notes within AdviserLogic.
- [Tools – Default Platforms](https://help.adviserlogic.com/en/articles/10584933-tools-default-platforms.md): Learn how to configure default platforms in AdviserLogic to streamline platform selection for client assets.
- [Upload a Logo in AdviserLogic](https://help.adviserlogic.com/en/articles/10584960-upload-a-logo-in-adviserlogic.md): Learn how to upload your firm’s logo so it appears on reports.
- [Compliance - Segmentation](https://help.adviserlogic.com/en/articles/10584931-compliance-segmentation.md): AdviserLogic | Tools | Compliance Including FOFA - FOFA Segmentation
- [How to Merge Insurers & Exclude Insurers from Comparison](https://help.adviserlogic.com/en/articles/10584950-how-to-merge-insurers-exclude-insurers-from-comparison.md): Learn how to combine duplicate insurer records and remove insurers from comparison views in AdviserLogic
- [How to set up Your Preferences in Tools](https://help.adviserlogic.com/en/articles/10584956-how-to-set-up-your-preferences-in-tools.md): Learn how to customise your tools in AdviserLogic so your preferred defaults and views are saved.
- [Map Orphan Records – Income](https://help.adviserlogic.com/en/articles/10584976-map-orphan-records-income.md): Learn how to find and re-assign unlinked Income records in AdviserLogic.
- [Map Orphan Records – Investments in AdviserLogic](https://help.adviserlogic.com/en/articles/10584978-map-orphan-records-investments-in-adviserlogic.md): Learn how to locate and assign imported investment records that haven’t been matched to the correct client or product.
- [Map Orphan Records – Liabilities](https://help.adviserlogic.com/en/articles/10584979-map-orphan-records-liabilities.md): Learn how to use AdviserLogic’s Map Orphan Records – Liabilities tool to link imported liability records to the correct client.
- [Myprosperity Integration with AdviserLogic via Tools](https://help.adviserlogic.com/en/articles/10584982-myprosperity-integration-with-adviserlogic-via-tools.md): Learn how to connect Myprosperity with AdviserLogic to sync client data efficiently.
- [Practice Management - Custom Referral Sources](https://help.adviserlogic.com/en/articles/10584989-practice-management-custom-referral-sources.md): Learn how to create and manage custom referral sources in AdviserLogic to track where your new clients and enquiries come from.
- [Tasks Overview](https://help.adviserlogic.com/en/articles/10584993-tasks-overview.md): Learn how to use AdviserLogic’s Tasks Overview to monitor and manage practice-wide tasks efficiently.
- [Digital Signatures – Transition from Adobe Sign to DocuSign](https://help.adviserlogic.com/en/articles/13720191-digital-signatures-transition-from-adobe-sign-to-docusign.md): Learn how the move to DocuSign affects your practice and what to do if you previously used Adobe Sign and want to continue doing so
- [Request an Alphanumeric Sender ID \(Alpha Tag\) Registration](https://help.adviserlogic.com/en/articles/14591951-request-an-alphanumeric-sender-id-alpha-tag-registration.md): Learn how to register your SMS Alpha Tag under ACMA’s Sender ID rules using AdviserLogic’s new Tickets process
- [Tools - How to Set up URL links](https://help.adviserlogic.com/en/articles/10584954-tools-how-to-set-up-url-links.md): Learn how to create and configure URL links in AdviserLogic to provide quick access to external websites and resources.
- [Tools - Insurance Defaults \(RiskLogic Defaults\)](https://help.adviserlogic.com/en/articles/10584967-tools-insurance-defaults-risklogic-defaults.md): Learn how to configure RiskLogic default settings for insurance quotes to improve consistency and efficiency across your insurance research.

## Client Service, Setup and Management

- [AdviserLogic - Client Home](https://help.adviserlogic.com/en/articles/15723256-adviserlogic-client-home.md): Learn how to use the Client Home page to access client information, manage key activities, and navigate quickly to important AdviserLogic features.

## Advice

- [Legislative Changes](https://help.adviserlogic.com/en/articles/10584789-legislative-changes.md): Learn how AdviserLogic has incorporated recent legislative changes, updated calculations, and the real-time status of its modules
- [Requirement to Obtain Client Consent for Insurance Commissions](https://help.adviserlogic.com/en/articles/11782850-requirement-to-obtain-client-consent-for-insurance-commissions.md): Learn how new legislation impacts insurance commissions and how AdviserLogic ensures compliance with updated SOA and ROA templates
- [How to Change the Default Template Mapped to all Digital Advice Scenarios](https://help.adviserlogic.com/en/articles/10584556-how-to-change-the-default-template-mapped-to-all-digital-advice-scenarios.md): Learn how to update or change the Statement of Advice \(SoA\) template mapped to a Digital Advice scenario in AdviserLogic.

## Compliance

- [AdviserLogic Compliance Module Update: Navigating QAR Legislation Changes - Effective 10 January 2025](https://help.adviserlogic.com/en/articles/10375570-adviserlogic-compliance-module-update-navigating-qar-legislation-changes-effective-10-january-2025.md): Learn how AdviserLogic has updated the Compliance Module to ensure you are ready for QAR
- [Ongoing Fee Arrangements](https://help.adviserlogic.com/en/articles/10375763-ongoing-fee-arrangements.md): Learn how to create and manage Ongoing Fee Arrangements within the Compliance module.
- [Multi-Tier Compliance Fee Calculation](https://help.adviserlogic.com/en/articles/11549115-multi-tier-compliance-fee-calculation.md): Learn how to apply flat or tiered fees - choose Single-Tier for simplicity or Multi-Tier to scale fees across portfolio balance thresholds
- [Troubleshooting common setup issues with Fixed Term Agreements in AdviserLogic](https://help.adviserlogic.com/en/articles/11720906-troubleshooting-common-setup-issues-with-fixed-term-agreements-in-adviserlogic.md)
- [Compliance - Client Fee Revenue Statement Upload](https://help.adviserlogic.com/en/articles/10584318-compliance-client-fee-revenue-statement-upload.md): Learn how to upload Client Fee Revenue Statements into AdviserLogic Compliance
- [Compliance - Conditions for Fees Populating FDS Report](https://help.adviserlogic.com/en/articles/10584319-compliance-conditions-for-fees-populating-fds-report.md): Learn how to populate fee information in the FDS Report to ensure accurate Fee Disclosure Statement reporting.
- [Compliance - Creating Custom Schema](https://help.adviserlogic.com/en/articles/10584320-compliance-creating-custom-schema.md): Learn how to create a custom compliance schema in AdviserLogic to structure and standardise your compliance workflows.
- [Compliance - Fixed Term Agreement](https://help.adviserlogic.com/en/articles/10584324-compliance-fixed-term-agreement.md): Learn how to create and manage Fixed Term Agreements to meet client consent and fee disclosure requirements.
- [Compliance - Next Year Fee Projections](https://help.adviserlogic.com/en/articles/10584326-compliance-next-year-fee-projections.md): Learn how to configure and manage next year fee projections for compliance reporting in AdviserLogic.
- [Compliance - Orphan Fee Mapping](https://help.adviserlogic.com/en/articles/10584329-compliance-orphan-fee-mapping.md): Learn how to identify and map orphan fee records to ensure accurate compliance fee reporting.
- [Compliance - Track Fees & Services in Service Fee Disclosure Without Adding Dates](https://help.adviserlogic.com/en/articles/10584333-compliance-track-fees-services-in-service-fee-disclosure-without-adding-dates.md): Learn how to track fees and services in the Compliance tab without entering date ranges.

## Support and Billing

- [How to Request a Refund for an Extra Payment Made](https://help.adviserlogic.com/en/articles/12941563-how-to-request-a-refund-for-an-extra-payment-made.md): Learn how to request a refund from AdviserLogic when you have made an extra payment.
- [Preparing for the Next Generation AFSL Dashboard](https://help.adviserlogic.com/en/articles/13643291-preparing-for-the-next-generation-afsl-dashboard.md): Learn what’s changing with the AFSL Dashboard, what remains available, and how to prepare for the upcoming next-generation experience.