Template Documents

Reference templates and examples that you can download, study, and use as a starting point for your own custom templates.

Available templates

The following reference templates demonstrate best practices for different document types. Each template includes examples of the field types covered in this documentation.

• Statement of Advice (SoA) — comprehensive advice template with tables, loops, conditionals, graphs, and risk profile sections.
• Record of Advice (RoA) — streamlined template for simpler advice scenarios with basic fields and tables.
• Meeting Summary — template focused on text fields, lists, and action item loops.
• Fee Disclosure — table-heavy template demonstrating sum fields and nested tables for fee breakdowns.
• Insurance Review — template with conditional sections based on policy types and coverage levels.

Using reference templates

Reference templates are designed to be customised. Download a template, modify the structure and fields to match your practice's requirements, then upload it to AdviceDocs as a custom template.