TRAIL MASTERCLASS 7 - webinar recording
Join Jade on effectively using the Insurance SOA Templates
What are Insurance SOA templates?
We will introduce you to multiple templates you can create in Trail.
Why this feature will benefit your business
Customise your statement of advice documents to make your process more efficient.
How to create and use multiple templates
Learn how to create the templates and use them for different scenarios.
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Top Questions + Answers
Q: Can you use landscape format?
A: Currently as following the SOA editor, all editable text pages are in portrait format. However, you can upload PDF documents to collate into the SOA that are already saved in landscape and it will retain this when the final SOA is generated.
Q: Any way to change the font size?
A: There is a standard font size when editing the "Text Page" type custom pages for the SOA template. However, you can always further edit the text including fonts and their sizes within each SOA itself.