Planit:Introduction to the Your Working Documents Screen

Languages: Français Español 中文 Русский

Learn by Watching!

There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics. In this Video you will Learn... How do I use the Working Documents Screen? How do I create a document or report? • Purpose of the screen • Document generation Keep on Track! Continue training on... Investment Management Modular Planning Life Planning Integrated Getting Started Investment Policy Statement Personal Financial Strategy Integrated Financial Plan Initial Assessment Retirement Income Planning Report Long Term Cash Flow Spreadsheet Your Working Documents Screen Other Related Topics Introduction to the Engagement Screen Introduction to Investment Management Building Trust What Kind of Documents Are There? Safety Deposit Box Document Sections

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

Learn by Reading!

The Your Working Documents link will take you to the screen where you’ll choose the document you wish to process for your client. You will have access to many documents, which are available in the system. Depending what data entry level you are set at will determine what documents you will see here. A document is generally opened with Microsoft Word however a few may open in Excel or in PDF format. You’ll note that the documents are broken down by category.

To generate any one of the documents that is available to your deployment, you would click on the category of the document which will expand down showing you the available documents. You then would select the document by using the radio button beside the document you wish to run and then hit the “Generate Document” button.

• After you hit “Generate Document” button you will see a progress bar appear, with this progress bar you can see the status of the document you requested as it is being processed for you.

• When your document is finished the screen will automatically refresh and show your document in the "Your Working Documents" window so you can download it.

• You do not have to stay on this screen waiting for the document to be completed. You can go to another screen or even work on another client.

• When you come back to this screen, it will display any documents that were previously processed and that are ready for download.

• You’ll click on the document to be downloaded (if there are more than one) and then click on “Download”.

• This will launch a download process and open the document using Microsoft Word on your own workstation.

• Once you have downloaded the document, you may edit it as required and save the document on your own workstation’s local hard drive, on a network drive, or even up-load the edited document to the Safety Deposit Box of the PlanPlus Planit.

• At any given time only one document of each type will be retained in the “Your Processed Documents” window.

• If you have previously generated a Client Assessment and do another, the one that was previously generated will be deleted and replaced with the new document.

• Should you wish to retain a previously generated document, you would either download it and save it to your local workstation, or alternatively you can save the previous document to the Safety Deposit Box.

TIP: Depending on the Client Data Entry Level will determine what documents will be in the list.