Setting up your Enhanced FDS template

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Kenneth Ong
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The following is a Step by Step guide on setting up the Template to run the Updated Enhanced FDS template and Bulk Enhanced FDS template.

 

Select Tools

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Select Practice Management

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Select Quick Docs

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Here you will find the option to set the FDS Report and Bulk FDS Report

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For the FDS Report, Select the Folder "AdviserLogic Premier"

Once this has been done, select the template "ADL-85-Enhanced Fee Disclosure Statement 2021"

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Click Save - This will save the setting for the FDS Report

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For the Bulk FDS Report, Select the Folder "AdviserLogic Premier"

Once this has been done, select the template "ADL-86-Bulk Enhanced FDS 2021"

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Click Save - This will save the setting for the Enhanced FDS Report

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Congratulations!

The template has now been set. You can now run Fee Disclosure Statements on the updated Enhanced FDS.

 

 

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