Creating Documents
Prepare for a meeting and follow-up with the client within few easy steps
We want you to succeed. If you would like support, please email us.
Tips
- Create and send out as many documents as you need.
Send out emails with all the necessary attachments within Pulse360.
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
Add all the necessary notes and tag them "A" for Agenda and "S" for Summary.
Step 3
Click on "Create Document" and select the document type, template, salutation and advisor.
Step 4
If you don't like any suggested Salutations, you can add one, while in Document Generator.
Step 5
You can add attachments from your Document Vault or upload a file from the desktop.
Step 6
Once your Document is ready, you can Print, Download, Email or Delete it. After sending Agenda/Summary, you will be able to find it in your email Sent folder.
We want you to succeed. If you would like support, please email us.
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