What are templates?
Templates are collections of fields in which you can enter specific information about a document. For example, you might apply a template to each of your financial plans so that you can record the client’s name, account type and account number. This information, known as metadata, helps you better classify each of your documents and is also highly useful for search purposes. Intuition includes standard templates that we created with the investment advisor’s needs in mind. You can, however, create your own templates and template fields as well.
