Review a report
Every report Templi writes from a Word template waits for you to review it. Check each block, tell Templi what is wrong in plain words, and sign the report off when it is ready to send.
Where to find it
A report opens at https://app.templi.ai/documents/<report>, with Templi's chat on the left and the report on the right. Find your reports in Library > Generated, at https://app.templi.ai/documents, or on the client's Documents tab, at https://app.templi.ai/clients/<client>/documents. Older links ending in /review open the same page.
When Templi finishes writing, a band above the report says Templi has written it, with an It all looks right button.
Check a block
Click any highlighted block to see what Templi wrote, why, and the sources it used, such as the provider statement a name or value came from.
Click the block on the page.
Read Templi's reasoning and its sources in the card.
Click the thumbs up if it is right. If it is not, click the thumbs down and type what is wrong in Say what's wrong…, for example "Use her married name, Winters, not Hughes."
With Send to Templi now ticked, Templi starts on each note as soon as you send it. Untick it and click Add note to collect several notes first. The band above the report then counts your notes, and its Send button, for example Send 3 notes, hands them all to Templi at once. Each note is also saved as a Word comment on its block, so the downloaded file keeps a record of the review.
For a hide rule, the card says whether the wording was left out and why. Click Show it anyway or Hide it to change it. For a dropdown, the card shows which option Templi chose, and you can pick another.
Fill in missing blocks
When the client's files hold nothing for a block, Templi does not guess. The block is highlighted in red, its card says Templi couldn't find this, and the Word file shows [Missing] in red with the block's name.
Click the block.
Type what should go there in Say what should go here…, or attach the file that holds the answer in the chat and ask Templi to use it.
If Templi asked about the block in the chat, click Asked in chat to jump to the question.
If a section keeps coming out as missing for clients it does not apply to, the template needs a hide rule. Tell Templi on the template, for example "Leave out the cashflow section when there is no cashflow projection on file", so the next report gets it right.
Sign off and download
When the report is right, click It all looks right. The report is signed off and ready to send.
Click Download and choose Download Word or Download PDF.
A signed-off report cannot be changed. Click Reopen on the signed-off band to make more changes.
Ask Templi
Select any text on the report and type in Ask Templi to change this..., or type in the chat beside the report. For example:
"Shorten the summary of advice to three sentences."
"The ongoing charge for Harbour Life is 1.15%, update the existing plans table."
"Add a paragraph about the tax-free cash Sarah plans to take from her SIPP next year."