Generating a Fact Find document

A Fact Find document can be generated by:

1. Accessing the Contact's Summary page.

2. Select Generate Document on the right-hand side (Picture 1).

3. Choose the appropriate template (Picture 2):

   • Use the standard 'Multi-Entity Client Engagement' template, or

   • Select your licensee's custom template (if available).

4. Choosing Contacts (Picture 3)

   • Select both Client and/or Partner, if relevant.

   • Under Relationships, select SMSF, Company, and/or Trust, if relevant.

5. Scroll to the bottom and select Generate.

   • The document will be available in the Notification Bell once it is available for download.