Template - Creating a Document Template

How to create a document template?

1. Create a Microsoft Word template ".dot" file with the relevant M2 template tags. (You can download the M2 template tags list on the bottom of this page.)

2. Upload the Word template into m2Advisor Library General section as shown below.

To generate a document using a template - click to view instructions.

Download the documentation and examples on the bottom of this page:

• ComplianceVariablesV016b.pdf 
• Record of Advice Tags Example.docx  
• Client and Advisor Info Tags Example.docx
• Dates and Options Tags Example.docx
• Mandate, Portfolio and Profile Categories Tags Example.docx