How to add a new File note category and Template

To create a file note category and add a template to it please follow the below steps

1. Login to your AdviserLogic account and go to "Tools" 


2. Go to Practice management under Administrative tools. Your practice champion will have this access

3. Click on categories 

4. Click on File notes 

5. Use the "Add" button to add a new category


6. Add a category name and tick mark the "Attach note template" > copy paste your respective template and then click on save. 

Once the category along with the template has been saved, go to the client account > file notes > add a new file note > select the category and the respective template will automatically come up and can be added for the respective client 





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