Schedule a Demo

Adding a New Topic

You can organize your micro-templates the way it fits with your practice. 

We want you to succeed. If you would like support, please email us.
Email: support@pulse360.com

Tips

  • You can add as many topics as you need for your practice. We recommend being judicious to avoid over organization. 

  • Once you add a new topic, you will need to add that to the master template if you would like to create documents with it included. 

Walkthrough Link

By clicking the button below, you will be taken to Pulse360 application for a step by step walk-through.
Add a New Topic Walk-through

Guide

Step 1

Select a Client and Appointment to activate Topics.

Step 2

Click on the "Plus Sign" to add a new Topic.

Step 3

Add Micro-templates to this Topic.

Step 4

Navigate to Document Vault - Page Template and add the Placeholder by editing blocks. Here you can also toggle off title and bullets for any Topic.

Step 5

Create a Document from the Template you edited.
We want you to succeed. If you would like support, please email us.
Email: support@pulse360.com

Subscribe to our newsletter

For advisor insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox
  • This field is for validation purposes and should be left unchanged.
Made with ♥ in Riverside, CA & Farnham, UK
© 2020 Pulse360, Inc. All rights Reserved.
closebarsangle-double-downchevron-circle-down

Sign up and get some humor delivered weekly

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram