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, after