November 28, 2023

Templates Deep Dive

Video Transcript:

Now templates is going to be one of your biggest time savers within the Finpace application. This video is just a brief introduction to templates. A much longer tutorial on editing templates in depth is held within University 102, but for now, the easiest way to get started is to click first on “templates library”. Let's start by downloading ‘Asset +’, hover over the add icon and click it.

The system should immediately take you into the editing experience, but if you have not, then head over to “templates”. You'll now see “Asset +” in your template folder, click it. Now you have the opportunity to modify its presets and even go as far as changing it completely. I would suggest making this a signing event by which you include your advisory contract.