Subscribe to our newsletter
For advisor insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox
Adding & Editing Notes using Micro-templates
Prepare agenda or summary, take notes and create documents within seconds
We want you to succeed. If you would like support, please email us.
Tips
- When creating Agenda or Summary, make your notes client-facing, so instead "Ask client to provide…" use "Provide us ...".
Always associate notes with a topic to keep them organized and included in the final document.
Walkthrough Link
By clicking the button below, you will be taken to Pulse360 application for a step by step walk-through.
Guide
Step 1
Select a Client and Appointment to activate Topics and Micro-templates fields.
Step 2
Start typing in the Micro-templates field to find the one you need.
Step 3
Tag "A" or "S" to add them to Agenda and Summary accordingly.
Step 4
Change the order of the notes on the same Topic by holding "Three-line" icon.
Step 5
Use inline editing to customize the note. Click Save (Shift+Enter) to apply changes.
Step 6
Delete notes, that shouldn't be added to the document.
Step 7
Create a document.
We want you to succeed. If you would like support, please email us.
Subscribe to our newsletter
For advisor insights, opinions (and maybe a little bit of humor!) delivered direct to your inbox
Made with ♥ in Riverside, CA & Farnham, UK
© 2021 Pulse360, Inc. All rights Reserved.