Identifying and Adjusting Report Packages in Documents

Identifying and Adjusting Report Packages in Documents

Reports that have been run will show in the Documents section of the Account, Client, or Household they belong to. From the Documents section you are able to view the report and if desired, remove it from the client’s view in the Client Portal or remove it from the document store entirely.

  1. Navigate to Manage Clients > Dashboard.
  2. Locate the Account, Client, or Household you wish to edit and select it.
  3. Navigate to the Operational tab.
  4. Scroll to the Documents section.
    • Documents from Report Packages will show a Source of Advisor Engine. The Document Name will be auto-generated.
    • Documents can be viewed by clicking the PDF icon .
    • Documents can be removed from or enabled for the Client Portal view by clicking the Client Display toggle for a document.
    • Documents can be deleted entirely by clicking the Delete command.
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