KiwiSaver Statement of Advice Templates allow you to set up your own dynamic advice documents that can be adapted for a variety of common client situations. The benefit of creating your own custom template or even multiple unique templates is that you will have the ability to make it customised in the way you want for your clients!
If you are familiar with the Insurance SOA Templates in Trail, the Kiwisaver ones follow the same setup!
NOTE: To access KiwiSaver SOA templates, you will need business admin enabled for your account. The Trail Support Team can enable this for you with a director or manager's authorisation ✅
In this article you will learn:
How to Create SOA Templates from Scratch
How to Edit SOA Template Pages
How to Manage your Templates
How to Create SOA Templates from Scratch
Click into your Settings and then KiwiSaver Settings - there you'll find all of your KiwiSaver SOA Templates:
From here, you'll have access to a variety of options:
Create New Template - This button will allow you to start customising your own unique template from scratch ✨ All new templates will use the Default SOA Template to begin with, and you can add/remove pages as you like.
After you click Create New Template, you may add in your own name for the template and a short description about it. Of course, you may always edit these later.
Editing SOA Template Pages
Our SOA Template system gives you the full freedom to edit your dynamic advice document as you like 👍 Here's what you can do and how to perform each action:
Adding New Pages
To add a new page to your SOA template, scroll to the bottom of the current template that is selected and click + Add Page, seen here:
You'll then be presented with these options:
Text Page - Insert a blank Text Page that is free to be edited however you like!
Document - Insert a PDF file that will be included in the SOA itself every time that template is loaded.
Document Placeholder - Insert a "placeholder" for you to upload a PDF file at that point of the SOA template. This option allows you to upload unique documents per SOA that is loaded with this template.
Default Pages - Insert a previously deleted Default Page if you would like to add one back.
Deleting Pages
To delete a page, mouse over the page you'd like removed and click the little trash icon here:
Then click the Delete option after that:
❗ CAUTION ❗ Please be careful when deleting any custom edited pages. Trail can restore your template's default pages, but if you delete a custom page, it will be gone forever.
Re-Ordering Pages
To re-order your pages, click and drag them using the hamburger style menu to the left of their names, like this:
Editing Existing Pages
To edit a page that already exists in your template, mouse over it and click the Edit button here:
You'll then be taken into the editor for that particular page, where you can add/remove/edit all information as you wish ✨
To add to remove a widget from a text page, you may click this toggle here above the widget:
It is a good idea to become familiar with the text editing tools as you're likely to use these later on as well 👍
Here's what's currently added into our editor: (from left to right)
Undo/Redo - Use these to undo any mistakes you have made, although you can use CTRL-Z and CTRL-Y
Text - Use this tool to turn text into the size of a heading, all using your own company branding
Bold - Use this to make text bold
Italics - Use this to make text italicised
Strikethrough - Use this to put a line through some text
Text Colour - Use this to change the colour of your text
Highlighter - Use this to highlight the background of your text
Bullet Points - Create a bulleted list
Number List - Create a numbered list
Square List - Create a bulleted list using squares
Right Index - Use this to align your text to the right
Center Index - Use this to center your text
Left Index - Use this to align your text to the left
Page Break - Use this to force a page break where your typing cursor is
Insert Image - Add in an image to the document
Insert Table - Add in a table to the document
Merge Tags - Use these to create a placeholder where Trail will auto-fill the names of the tag you've selected
Managing Your Templates
Over time, you may grow a bit of a collection of templates, especially if there are multiple advisers in your business all creating their own. We've mimicked the Insurance SOA Template management system so you can keep on top of all of your custom KiwiSaver SOA templates 😄
Clicking Manage Templates will bring up a full list of all of your created KiwiSaver SOA templates. From here, you can either duplicate a template or delete it fully:
Duplicated templates will have a (Copy) added to the end of their titles so that it's easy to discern them from the original.
Got your templates sorted? Let's create your client's SOA here!