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.


  • 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.
Add a New Topic Walk-through


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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