Changing the Navigation Pages and Adding/Deleting Templates from Assembly Pages

If you want to change the text on navigation pages, add in a new option at any level of the decision tree or add or delete templates from the final step (the Assembly Page), this article provides details on how to do this.

Overview

  1. On the left hand side of the TEMPLATE BLADE, you will see a series of nested folders.  Each folder relates to an option on the NAVIGATION Page that the advisor will see when they open up Agreement Manager.  These folders are called NAVIGATION Folders (in Grey)
  2. You can open and close each folder and it will show you all the options within that folder by displaying all the Navigation Folders within that folder.  For example, within the top level option of "Trust" folder, you have two child navigation folders.  One for the option to "Open New Acount" and a second one to do an "Asset Movement".
  3. Within the navigation folders options you will eventually reach a bottom level.  These are called ASSEMBLY Folders and are in BLUE.  If you click on the ASSEMBLY Folder, you will get a listing of all the templates that are within that assembly folder in a tab on the right side of the folders.
  4. Template Names are in GREEN if they are Required.  The publisher will see them at the top part of the assembly page, but they can not be checked or unchecked.
  5. Templates Names are in BLACK if they are Optional. The publisher will see them at the bottom part of the assembly page.  Each document can be checked individually.  When they hit the "Submit" button, the checked optional documents will be part of the package.

Step One:  Adding in a new NAVIGATION folder to the decision tree

  1. Each level of the navigation pages represents a decision.  For example if the top level folders differentiate the departments, the next level the function type, you may want to add in a new option at the function level.  Simply click on the folder level above the one in which you want to add a new option.
  2. Click the ADD button at the bottom.
  3. A pop up window will appear to create the folder.
  4. Fill in the text that you want to appear on the option.
  5. Click the OK button
  6. A new folder will appear at the bottom of the list of options.
  7. You can drag the folder to any location within the list of options.  In this case we moved it from the last option to the first option.

Step Two:  Adding in a new ASSEMBLY Folder to the decision tree.

  1. Highlight the folder in which you want the assembly page to appear.
  2. Click the ADD button.
  3. A Create Folder pop up window will appear.
  4. Type in the text you want for the assembly page.
  5. Click the OK button.
  6. The new assembly Folder option will appear in the bottom level navigation folder.
  7. Highlight the new Assembly Folder, right click and choose the "Change Folder Type" option.
  8. A Folder Type pop up window will appear.
  9. Choose "Assembly Page" as an option from the TYPE drop down list.
  10. Click on the SAVE button.
  11. The assembly page option will now appear in BLUE.

Step Three:  Moving Templates into the new ASSEMBLY Page

  1. To move templates into a new ASSEMBLY Page, you must first click on the ALL TEMPLATES folder under the Template Blade.
  2. This will display all the templates on the right hand side tab.
  3. To locate the templates you want to have on this assembly page, you can sort all the templates by name, by clicking on the TEMPLATE NAME header at the top of the tab.  This will sort the templates by name.
  4. Use the page next and previous to locate the exact templates you want to put onto the assembly page.
  5. Place your mouse over the NAME of the template on the right hand side ALL TEMPLATES tab.  Hold the mouse down and DRAG the template across to the new ASSEMBLY page you created.  Make sure to drag carefully as you can accidentally drop it into one of the other FOLDER by accident.
  6. Repeat this for each template you want to appear on the ASSEMBLY Page.
  7. When you are done, if you click on the new assembly folder, you will see the templates that you dragged into the folder.
  8. Finally, you MUST drag in a special Assembly template into the new ASSEMBLY FOLDER that you created. If you are just adding templates to a pre-existing assembly folder, you will not have to do this.
  9. NOTE:  The templates are STILL in the ALL TEMPLATES folder.  You are just identifying which templates will appear on the ASSEMBLY page.

Step Four:  Set each template in the ASSEMBLY FOLDER to either REQUIRED or OPTIONAL

  1. Click on the new ASSEMBLY FOLDER to get a listing of all templates in that ASSEMBLY FOLDER.
  2. To start all the templates are OPTIONAL.  To make one required, RIGHT click on the template name and choose the "Toggle Optional / Required" option.  If the template is OPTIONAL, it will toggle it to REQUIRED.  If it is REQUIRED, it will toggle it to OPTIONAL.
  3. Hit the REFRESH button.
  4. You will now see the template you just toggled is REQUIRED (the template name is GREEN).
  5. When the Advisor opens up the system, the new folders are now available to navigate.
  6. Once they have navigated to the new ASSEMBLY PAGE, they will see the appropriate pages.
  7. The REQUIRED templates at the top.
  8. Followed by the OPTIONAL templates.  
  9. When they hit the SUBMIT button, the new package will be created with the REQUIRED template and any OPTIONAL documents that were checked.

Step Five:  REMOVING a template from a folder.

  1. Simply open up the ASSEMBLY folder that you want to remove the template from by clicking on it.  The Tab on the right will display all the folders currently on that ASSEMBLY Page.
  2. Click on the Name of the Template and DRAG it to the "All Templates" folder and let go.
  3. The Document will disappear from the ASSEMBLY Folder.
  4. Continue to take these steps for each template you wish to remove from the assembly page.

 

Step Six:  Removing a Folder

  1. Highlight the folder that you want to delete (start at the lowest level and work up).
  2. Click the DELETE button.
  3. A pop up window will appear "Delete Folder".
  4. Click OK.
  5. The Folder will be removed.

Step Seven:  Renaming a FOLDER.

  1. To rename a folder, click on the folder you want to rename.
  2. Click the RENAME FOLDER button.
  3. A pop up window will allow you to "Rename Folder".
  4. Enter the new folder name.
  5. Click the OK button.
  6. The folder is now renamed.
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