On the left side, any notes you add will appear here. On the right, you will see the preview of the document you are creating. As you add notes on the left, the preview will update on the right as long as the selected template supports the note topics.
3. Add notes on the left side. Notes are the building blocks of Pulse360 and are the pieces that make up the documents. You can create new notes or add them from the Libraryby pressing the related buttons.
4. Tag your notes as Agenda or Summary depending on the type of document you are creating. This way they appear in the document as long as the selected template supports the note topics. You can also add Client To-Do items.
5. You can change the document you want to send out by selecting another templateusing the dropdown and selecting the template from the list. The preview will update.
6. Email your document out to your client, download it as a PDF, or print it by pressing "Send Email" or clicking the hamburger menu on the right.
What you can do: Send out Client to-do's quickly and easily Sometimes you may require some actions from your clients. You can easily create an email or document with the client to-do items in Pulse360. In order to send a Client to-do, you must have ...
What you can do: Add Files to Storage Upload documents, forms, or any files you need to email to your clients for easy access. How: Step-by-step directions on how to do that: 1. Go to the "Setup" screen > "Personalize Your Experience" and select ...
What you can do: Create Document Based on Filtered Notes In Pulse360, you can search and filter for notes and send out a document using the filtered notes. This is useful when it comes to Year-end Summaries, catching all taxable events, and more. ...
What you can do: Keep Track of Your Practice/Meetings In 360 View, you can keep the track of the events you have scheduled, notes you've added to contacts, and recent documents sent to your clients. Check out the video to see what we mean Events ...
What you can do: Create New Notes Adding notes to a contact is one of the core functionalities of Pulse360. Reusable notes are added through the notes library, however, sometimes you may have a note that would only be added once to a contact. This ...