Yes, we can configure the key words to suit your needsTo add / change the default key words for each artefact, simply complete the filenote.ai Configuration Questionnaire
Our default key words are as follows:
Review Template (Default): no specific key words required to trigger this template
Discovery Template & Letter of Engagement & Client Mind Map: Initial; Discovery; Discover; First Fact Find
Strategy Template & Notes to Paraplanner: Strategy
SoA Presentation Template: Present; Presentation; Statement of Advice; SoA
Fund Manager Template: Fund Mgr; Fund Manager
Management & Board Meeting Template: Board; Management; Mgmt
Ad Hoc Template: Ad Hoc
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