Creating a library of SOA text
Customise your advice wizard by building your own text library. Investing time in creating this library can save you a significant amount of time when generating Statements of Advice (SOAs). It eliminates the need to copy and paste from old SOAs, reduces editing time, and allows you to create your own strategies.
Once you’ve added text to your library, it can be easily used in every SOA you create.
How to create your text:
Templated text can be created within Settings > Account
What areas of the wizard can be templated:
Scope of Advice
Asset Allocation Discrepancy
Strategy
Summary
Advice to meet your needs
Risk and other considerations
Alternatives
Product Replacement reasons
Product Justifications
Product to meet goals
Product risks
Product Alternatives
Advice Fees
Commissions
Next Steps
Product Disclosure Links
Disclosures
Setting text as default
Text can be set as default, meaning, it will always appear in the wizard. Use the Appear in Wizard toggle when creating the text.
If this is not selected, the text is still available to use in the wizard but needs to be manually selected.
For example, if creating your own text for the Out of Scope section, and you would always like Social Security and Aged Care to appear as selected in the wizard, then mark the Appear in Wizard toggle as yes
Tips:
Copying text from Word doesn’t always maintain the same formatting as HTML, which can cause issues when pasting it into DASH. To get the best result, follow these tips:
Remove Word Formatting - Before copying, strip the text of any formatting in Word. You can do this by pasting it into a plain text editor (like Notepad) first, then copying it from there into DASH. This will eliminate any unwanted styles or hidden code.
Use HTML-Compatible Applications: - If possible, copy the text from an HTML-based editor (like Notepad or any web-based editor) to ensure the formatting transfers more smoothly into DASH.
Apply Formatting in DASH - Once the text is pasted into DASH, you can then easily apply formatting, such as bullet points or other styles, within the platform.