How to Apply a Stencil to a Household
To apply a stencil to a household start by navigating to the Asset-Map page for any household. Select from two convenient ways to open the Apply Stencil tool.
Click the Asset-Map Tools Menu and Actions menu. Click Apply Stencil.
Right click (Command click) on the Asset-Map web page and select Apply Stencil.
From the Apply Stencil manager, choose from your library of Stencils and whether to apply the entire stencil to the entire household (most of the time).
Click Apply Stencil.
Optionally Apply Part of a Stencil to One Member
Selecting the "No" radio button extends the interface to reveal a way to apply part of a stencil to a member of the household.
Select a specific member of the Stencil from the left drop down list whose financials will be applied.
Then select the specified Household member you wish to apply the Stencil financials to from the right drop-down menu.
Click Apply Stencil.
In these cases, take note of Joint accounts that have been divided and correct them as necessary. They will have "JT" within the financial tiles. Edit the tile and change the Interested Member's 50% ownership to 100% ownership.
How to Clear Stencil Tiles
Select Clear Stencil from the Tools menu or Right-click (command click) menu on the Asset-Map report. This will remove all unsaved stencil tiles. Stencil tiles that have been saved (colorized) will not be removed.
Note: Discovery Interview places stencil tiles representing client concerns that the client has selected during the questionnaire. Take care to ensure those are saved before clearing an entire stencil. Any financial tile can be deleted individually by clicking the tile and clicking the trash can icon.
Resources:
12/2023