paraplanning online
 
A smarter suitability report solution for financial advisers

Help

Here are answers to some frequently asked questions (FAQs).

If you can't find the answer you need drop an email with details to:   support@ppol.co.uk

or just give us a call on:    01888 411188

Help! How do I integrate with Transact?

First you need to authorise our read-only access to your Transact account... more >

Help! This image cannot be currently be displayed

Sometimes Word doesn't initially display some images.... more >

Help! How do I insert an image?

Images can be inserted in the freeflow text boxes... more >

Help! How do I insert a table?

Tables can be inserted in the Report Template Editor when adding or editing a cell... more >

Help! How do I enable Javascript?

This web site uses Javascript so ensure it is enabled in your browser.... more >

Help! How does spell check work?

Spell check works with Google's Chrome browser... more >

Help! How do I choose a style for my report?

Access via My Admin then My Styles... more >

Help! I have forgotten my password!

You can have a new password emailed to you... more >

Help! The new website doesn't look right!

You may need to empty your browser's cache... more >

Help! I have a client in my library twice!

Use Assign to move the reports to the correct client... more >

Help! How do I change the name of a client?

Use Rename in My Clients... more >

Help! How can I add page numbers & a table of contents?

Add page numbers and a table of contents to your reports by using the PPOL Word Macros in easy steps.... more >

Help! How can I make the screen text darker?

Toggle text contrast in My Admin... more >

Help! How should I email a report to my client?

Send it as a PDF file (not as a Word Document)... more >

Help! How can I make the screen text bigger?

Press Ctrl & + to make text size bigger... more >

Help! How do I add a row to a table in Word?

Just tab from the last cell... more >

Help! How should I save a report in Word?

It is important to save your report as a Word Document... more >

Help! I have saved my report as a .HTML file!

Don’t panic - this can be easily rectified... more >

Help! My report opens in my web browser!

Don’t panic - this can be easily rectified... more >

Help! I cannot download my report to Word!

Some of the sections of the report have not yet been completed... more >

Help! How do I add a logo?

Send it to us by email as an attachment... more >

Help! The Report Template Editor does not work properly!

Ensure Javascript is enabled in your browser to use the Report Template Editor... more >