Below you will find a brief description of each template type, followed by links to additional help center resources. As always, if you have any questions when creating, modifying or applying templates in RightCapital, please don't hesitate to reach out to our advisor support team for assistance!
Report Templates
Report templates allow you to save a particular report layout for quick and easy use going forward. Utilizing report templates is a great way to create efficiency and consistency in your financial planning output.
To read more about generating reports and using report templates in RightCapital, please feel free to explore the resources below:
Planning Access Templates
To read more about planning access and using planning access templates in RightCapital, please feel free to explore the resources below:
Onboarding Templates
Onboarding templates allow you to include, exclude, and rearrange the steps of the initial data entry process for new clients. These templates can be applied to existing clients, or set as the new default for all future clients.
To read more about onboarding templates in RightCapital, please feel free to explore the resources below:
Snapshot Templates
Snapshot templates allow you to create curated layouts for the Snapshot module, and save them for future use. The Snapshot serves as a 1-2 page report in RightCapital, highlighting the key information within a financial plan all in one place.
To read more about the Snapshot module and using Snapshot templates in RightCapital, please feel free to explore the resources below:
Task Templates
Task templates allow you to curate a sequential set of multiple tasks and assign them all at once within a client plan. Tasks can be a great way to keep clients engaged in the planning process and ensure they accomplish agreed upon to-do's.
To read more about tasks and task templates in RightCapital, please feel free to explore the resources below:
Vault Templates
RightCapital's Vault storage provides you and your clients with an easily accessible, highly secure location to share documents and other files. Vault templates let you create vault folder layouts in advance, to help organize your files in a way that best suits your needs.
To read more about vault storage and utilizing vault templates in RightCapital, please feel free to explore the resources below:
Budget Category Templates
Budget category templates allow you to add, remove, and rename the income and expense categories that are used within the Budget module and Living Expense cards. You can apply these templates to existing clients or set new default categories for future clients.
To read more about custom budget categories and category templates in RightCapital, please feel free to explore the resources below:
