Planit:Financial Planning Review
|Learn by Watching!|
|Learn by Reading!|
We have two document options for the Review Process. The documents for this are found in the "Your Working Documents" screen.
Within the Your Working Documents, you will find a section called "Preparing Reports - Review Process" this is where you can find the two different documents to show and provide to your clients.
- Portrait - This is good for printing and providing to your client.
- Landscape - This is good for presenting your document on screen to your clients.