Generating a Fact Find document

A Fact Find document can be generated by:

1. Access Contact - Open the Contact and navigate to the Summary page.

2. Generate Document - Select Generate Document on the right-hand side.

3. Select Template - Choose the appropriate template (Picture 1):

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

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

4. Choose Entities - (Picture 2)

   • Include both Client and Partner if relevant.

   • To include an SMSF, Company, or Trust, select these under Relationships.

5. Generate - Scroll to the bottom and select Generate. The document will be available in the Notification Bell once completed.