How to customise our standard filenote.ai templates

This article explains how to tailor the file note templates to suit your needs.

Background

We can tailor our standard file note templates and client summary email template to suit your needs. This is available on all of our plans and there is no additional charge for this.

Some examples of how other advisers have tailored our templates include the following:

• Add / remove categories (e.g. add SMSF, aged care, insurance specific categories, etc) 

• Add hard coded text to be generated on every file note

• Add your branding (e.g. logo, font, colours)

Step 1: Use our standard file note template(s) to mark up your requirements 

• You can use track changes in word or simply add your requirements to the document

Step 2: Send your marked up templates(s) to hello@blvsolutions.com 

Step 3: We will notify you once the updates have been made 

Please note: Tailored templates are typically implemented within 1 week