Each template page may have multiple groups.

To add a new group, scroll down to the bottom of the page and click the “new group” button. 

You will be asked to select one of three options:

  1. New connected group- This option will allow you to choose a group from the account profile and will replicate it in the current template.
  2. New group copy - This option will allow you to choose a group from any of your templates and will replicate it in the current template.
  3. New blank group - This option will allow you to create a new blank group for you to customize as needed.

To update a group, place the mouse over it and click the “edit” button that appears on the right of the group.

To remove a group, place the mouse over it and click the “remove” button located on the right of the group.

To duplicate a group, place the mouse over it and click the “duplicate” button located on the right of the group.

Group header

You’re able to enable or disable the group header that displays the title.

Add more button

In some situations, you may want to collect several instances of the same information. To achieve this, enable the “add more button” option in the desired group. When this option is enabled, an “Add more” button will be placed at the bottom right of the group that, when clicked, will add a new empty row with all the elements of the group.

Common examples of groups that require an “add more” button are “Family members”, “Insurance Policies”, “Bank accounts”, “Loans”, and any other types of information that your client or prospect may have more than one of.

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