Customizing System Messaging (Template Texts)
Template Texts allow the firm to customize nearly all messaging throughout the Client Portal. This creates a Client Portal specific to your firm; one that reflects your processes, tips, and other information you’d like to share.
Template Texts is accessed from Run Business > Firm Profile > Template Texts.
Template Texts can be set individually for any Subtenant. If a given Template Text does not have a Subtenant-specific setting, it will inherit the setting of the Tenant-level.
Other areas where you can customize messaging in the Client Portal include Client Portal Settings Settings (for notifications and FAQs) and Model Settings (for Model description and benefit statements).
Adding a New Template Text
- Navigate to Run Business > Firm Profile > Template Texts.
- In the upper right, click Add new.
- In the Key drop-down, select the text you want to edit. See Template Text Glossary for descriptions.
- In the Value textbox, enter in the text you want displayed in the Client Portal. You can change formatting and even add hyperlinks to external content if needed.
- Choose which method you want to save and proceed:
- Create: Save your changes and stay on this screen to make further edits.
- Create and return to list: Save your changes and return to the Template Texts page.
- Create and add another: Save changes and begin adding another Template Text.
Editing a Template Text
- Navigate to Run Business > Firm Profile > Template Texts.
- Locate the Template Text you want to edit in the list and click its name in the Key column.
- Adjust the text as needed in the Value textbox. Do not select a different Key value to edit a different Template Text.
- Click Update or Update and close to save your changes.
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