Use the template editor

Last updated: October 12, 2026

This article shows you how to upload a document to the template editor, mark which sections Emma should write, add an instruction to each section and publish the template for your firm.

The template editor lets your firm change its own report templates without a build request: presentation changes, a wording tweak, a section that should be more concise. It works on your organisation's templates. Structural work, such as conditional logic for each risk category, is still best done with the delivery team because of the amount of text involved.

Before you begin

  • You need admin-level access. The editor is limited to one or two people per firm who own the templates, typically the operations lead or a senior paraplanner.
  • The editor appears as a Templates tab in the left-hand menu. If you do not see it, email support@advisoryai.com to ask for it to be enabled on your account.
  • Have the client-facing Word document you want to turn into a template. Templates built before the editor existed cannot be opened in it; to edit one of those, start from the Word document or ask support to copy the template across.
  • To edit a standard template, ask support to copy it into your organisation templates first. The editor cannot change the standard templates directly.

Upload your document and check the bookmarks

  1. Open the Templates tab in the left-hand menu.
  2. Upload your client-facing document. Emma reads it and bookmarks the sections it thinks should be AI-generated.
  3. Review each bookmark in the Word-like editor. Add a bookmark to any section Emma should write that it missed, and remove the bookmark from any section that should stay fixed. Text without a bookmark goes into every report verbatim.
  4. Select the hard-coded fields you want filled from the client record, such as adviser name, client name and address.

Please note: a bookmark covers one section. An instruction cannot move content from one section into another; if content belongs elsewhere, remove the bookmark and create it again around the right text.

Add an instruction to each section

  1. Open a bookmarked section. An info tip describes what the section currently does. The full underlying instruction is not shown, because it is AdvisoryAI's intellectual property and can run to hundreds of lines. If the tip does not tell you enough, email support@advisoryai.com with the template name and the section heading; the team replies with a plain-English description of what that section is instructed to do and which documents it reads.
  2. Write a one-sentence instruction that adjusts it, for example "make this more concise", "write this as bullet points rather than a table" or "always give fees as a percentage and in pounds".
  3. Keep the instruction about presentation, tone or data source. Conditional wording (if cautious use this paragraph, if moderate use that one) is a lot of text and is better set up by the delivery team. Changing the paragraph before a conditional block is easy in the editor.

Publish and test

  1. Publish the template. It becomes available to the people who have access to it. See Control access with groups for how groups control that.
  2. Generate a test report on a known case and compare it with the previous output. Testing changes you make yourself sits with you.
  3. Check the history if you need to see earlier changes. The editor keeps a history of changes, with limited detail. To go back to an earlier version, email support@advisoryai.com with the template name and the date of the version you want; the team restores it from the history, because a published template cannot be re-edited in the editor yet.

Please note: a published template cannot be re-edited yet. To change it, upload the document again, redo the bookmarks and instructions, and publish a new version. There is no page-break control in the editor. Compliance locks on specific paragraphs are being added, so for now rely on access limits to stop regulated wording being changed.

Also asked

Are small changes like font colours easy to make ourselves?

Yes. Font colours, a heading that should say "review" instead of "assessment", a section that should be shorter or in bullet points: these are the changes the editor is for, and they take minutes rather than a build round. Edit rights sit with the one or two people your firm names as template owners, and testing a change you make yourself sits with you, so generate a test report on a known case after each publish. Using the editor is optional rather than mandatory: a change request to support@advisoryai.com still works for anything you would rather the delivery team did, and is the route for conditional logic.

I have been emailed about an update. What is it?

Two things. Emma Express is the second version of the report flow: it goes straight to a finished report instead of the snapshot review, with citations next to each figure that a paraplanner clicks to see the source text and where in the document it came from. The template editor, described in this article, lets you edit each section's tone, formatting and data sources yourself. See Emma Express : The new way to draft your reports for the Express flow, and reply to the email or write to support@advisoryai.com if you want a walkthrough of either.

Is the update that lets us refine report outputs through Atlas live yet?

The template editor is live and is enabled on request, as described above. Refining a generated report through Atlas, with the report in one pane and a prompt box for the change you want, is being switched on firm by firm rather than for everyone at once. Email support@advisoryai.com with your firm name and the templates you use, and the team tells you whether it is on for your account and adds you when it is. Note that prompting cannot move content from one section to another; for structural changes, recreate the bookmark around the right text or send a change request.

Next steps

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Ready to edit? Open AdvisoryAI and click Templates in the left-hand menu.