Fact Find, Set-up Layouts

A fact find “layout” is a collection of “sections”. For example the “Full Factfind” layout, shown below, comprises the sections called “Front page”, “Personal Details”, etc, where each “section” roughly equates to a paragraph (i.e. a group of questions regarding the same topic that typically cover an A4 page or less).

• Use the “Select layout” drop-down to select the layout you wish to edit (e.g. the “Full Factfind”, as shown above)
• Click the “Setup layout” button, which will take you to the “Factfind Editor” dialogue, shown below

· To view a style, like the “Standard” one shown above, select it from the “Selected Style” dropdown

· To view a section, like the “Personal Details” one shown above, simply left-click it

· To view a row (i.e. all the items that create a single line, or row, of the selected section) click the “+” next to that row, as per the “Forenames” row, shown above

· To view an item (i.e. an individual text prompt, spacer or data field that appears in a row) click the “+” next to that item, as per the “text” item in the “Forenames” row, shown above

· To preview the current selections click the “Preview” button

Layouts are Selections of Data

It’s important to realise that the total number of data fields saved for each fact find never changes, though only the ones included in the current layout will be visible. So for example, if you answer all the questions for the short “Term Assurance Fact find”, save it and exit, then select the “Full Fact find” layout and view it, you’ll see all the “Term Assurance Fact find” questions just answered PLUS the ones in sections that were previously not visible.

Create a New Layout

To create a brand new empty layout click the “New layout” button on the “Fact find Menu” pop-up, shown above. Then enter a name, like “Equity Release”, as shown below.

Now right-click the “Current layout” heading (i.e. where it says “Equity Release Factfind”, below) and choose to...

· Import an entire layout (or export it, when done)

· Import a section (above or below your current position)

· Create a new section (above or below your current position)

Import or Export a Layout

You may ask Durell to create a fact find layout for you, based on a paper one that you send them. In this case they’ll return a file to you, probably as an email attachment, which you can then import via the “Import layout” option, as shown below.

You might also use the “Export layout” to pass a layout that you’ve created to another branch of your business, who would then import it.

Alternatively you might import or export just individual sections. For example you could select the “Full Factfind” layout to edit, export six of its sections, then create a new layout name and import just those six. You could then edit those six sections, as required, and possibly add a few new ones to end up with a totally different overall layout.

You’re advised to avoid the option to create a new section, as it’s always easier to delete what you don’t need from an existing section, rather than starting from scratch.

Editing Sections in a Layout

To edit the sections in an existing layout see “Fact find, Set-up Sections”.