paraplanning online
 

Help! I cannot download my report to Word!

If the Download to Word is inactive then some of the sections of the report have not yet been completed. When a section is complete the Complete? box to the left is ticked. To complete a section choose edit and proceed to work through the pages of the questionnaire and click on Finish on the last page.

Only when all sections are complete can the report be downloaded to Word.

If a section is no longer required use delete to remove it.

[NOTE: If a completed section is edited it becomes incomplete until all the pages of the section’s questionnaire have been reviewed. Just click Next to proceed through the pages and click Finish on the last page.]