User preferences
You can add your adviser and licensee details, as well as adding a document style guide.
Getting there
Click on your User Profile icon in the top right navigation bar.
Adding adviser and licensee details
Add your adviser and licensee details in plain English. Paradino's AI agent, Athena, will use this to populate your advice documents, including Advice Requests and Records of Advice.
Adding a document style guide
Select a reference word document (docx) to style your meeting summaries and advice documents. You can add font and paragraph styles, headers and footers, and margins. You can also add a table style.
To add a table style, you need to go to Table Design and add New Table Style. You will need to name the style "Table" for our templating engine to pick it up. We can currently style borders but not header row fill colours.