With the HIDE/SHOW feature, you and your client can discuss different versions of their Asset-Map report.

Use the HIDE or SHOW switch on the financial instruments before printing.

Step 1: Reference our guide on how the Hide/Show feature works here
Step 2: Build your Asset-Map with as much data as you know
Step 3. Hide any financials you do not wish to show on the map
Step 4: Generate the PDF electronic report when ready
Step 5: Hide or show any financials you wish to show as the updated version
Step 6: Generate the second PDF with your changes to the Asset-Map


Resource: here is a method to make an entire copy of an Asset-Map as a new household.  Click here.

Tags: clone, duplicate, double, before and after


12/2018

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