Creating Template Wording

Investing time into creating your own library of text can be a huge time saver when it comes to producing an SOA. This reduces the amount of editing required in the wizard or output.

Templated text can be created within Settings > Account > Wizard Customisations.

What areas can be templated:

  • Strategy

    • Summary

    • Advice to meet your needs

    • Risk and other considerations

    • Alternatives

  • Product

    • Product to meet goals

    • Product risks

    • Product Alternatives

  • Next Steps