What you can do: Create Document Templates
Document Templates are an accumulation of blocks to create a template - usually an Agenda or Summary.
Pulse360 comes with pre-made templates, but we encourage you to create and customize your own. You can navigate to this area by clicking "Templates" on the sidebar Menu.
Reusable blocks are what is used to build a template. They can be used across all templates. For example, you can create a "Signature" block and add it at the end of all your templates. If you edit the block, all templates that have this block will also be edited.
You can star Default Templates for Summary and Agenda so that they will be automatically selected when you create documents. The blue star means it is the default Agenda, while the green star means it is the default Summary.
The templates consist of blocks, which you can manage in the "Reusable Blocks" area.
NOTE: An edit made to a block will affect all other templates that have that block. More information on blocks here: How to Add and Edit Blocks
- If you edit a block, any other template that has that block will also be edited.
- How to Create and Edit a Document Template
- How to Add and Edit Blocks
What you can do: Group Notes Collections are groups of note templates that you have in your Notes Library. You can add as many notes as you want to your Collections, including those that have tags, workflows, and attachments. Check out the video to ...
Merge Fields in Document Templates: Overview
What you can do: Add Information into Document Template A merge field is a field you can put in a template to incorporate values from a record. For example, you can place a merge field in an email template so that the greeting includes the ...
What you can do: Add Notes and Create Documents Once everything is set up, the Workspace is the area where you will spend 99% of your time. It is where you create/add notes, manage and search your notes, and send/download documents. Overview In the ...
Notes and Collections Library: Overview
What you can do: Save Notes Templates Some notes are unique and can be used only on specific occasions for specific clients. Other notes can be very generic and reused across all contacts. You may want to write them in a way so that you can ...
What you can do: Organize and Search Your Notes. Check out the video to see what we mean: Topics are a form of high-level organization in Pulse360. They follow the standard CFP® Board's financial planning aspects of a client's financial life. ...