This article will guide you through the steps of generating and downloading a Fact Find Snapshot.
Top tip - Fact Find Snapshots are created automatically after the Fact Find is completed by the Client, within the Portal. This article outlines how to manually obtain them.
Introduction to Fact Find Snapshots
A Fact Find Snapshot is a PDF report containing all the sections and data completed by a client within the Fact Find. Once generated, you can access this report for review and exporting, if required. Snapshots allow you to maintain a complete and efficient record of client fact find updates.
Steps to Generate a Fact Find Snapshot
Follow these steps to generate and download a completed Fact Find Snapshot:
Access the Client's Record: Navigate to the specific client's record.
Initiate the Snapshot Process: Select the 'Add New' button available within the client's record.
Choose 'Fact Find Snapshot': From the dropdown menu, click on the option for 'Fact Find Snapshot.'
Select the Fact Find Schema Template: You have the option to generate this against any of the Fact Find Schemas you might have set up.
Click Generate: Once you've confirmed the Fact Find Schema Template to use, click Generate.
Download or View the Snapshot: Once the snapshot is generated (this may take a few seconds), it will take you to the Documents area for the Client. Click into Fact Finds and you'll find all Snapshots that have been generated. You can then download or view this file.