Briefs (sometimes called Requests) in FP can be a great way to collect information from your clients before, during or even after you work with them. Please review this article to learn how to build out your own Brief templates (aka requirements gathering documents) in your FP system.
View Your Current Brief Templates
Your base FP system will come with a few pre-built templates that you can use, or edit to your liking. You can also create templates from scratch. To examine/ edit your current templates, or to create new ones, navigate to Admin > Feature Management > Brief Templates.
You will land on a listing of all the Brief Templates in your system. Click into any template name to make edits, or click New Brief Template to build one from scratch.
Create a New Brief Template
Clicking Add a New Brief Type will bring you into a manage view/ template builder series of screens.
- Enter an identifiable name for the Brief template.
- Choose to create your template from scratch, or based on another template already in your system.
- Enter a description of the template (optional).
- Choose to limit the use of this Brief template to a particular Office. Or select your solitary office in order to associate a specific AE from your team to this Brief template.
- Select if one, both, or neither page of this maximum 2 page template should be visible to your fp. Portal users.
- When ready, click the Next button.
You are now on Page 1, of the maximum 2 page template. You can begin to add in the questions you want to ask, and the answer types you prefer. Click Add New Question to begin.
You'll being with Question 1. Choose how you want the answer to be entered - answer type fields have been grouped for you as either Text, Lists of Other. Let's say for this example, we want the person to select an option using a Radio Button. Click Radio Buttons from the list on the left.
- Ask your question - what do you need to know from the client?
- Optionally choose to mark this question as required. Whether used only internally, or via the portal, the person filling in this brief would not be able to save or submit this form, without completing any required questions.
- Choose to enter some hints or helpers for people answering this question.
- Question Types like Radio Buttons, allow the user to make a choice. Enter one answer option per line.
- Use the + button to add more line options.
- Choose to make one of your answer options the default answer.
- As you work, you will see the question/ answer options build out on the right.
- Click Add Question Below to continue to build Page 1 of the template, or Save Question to end your work on this page for now.
When you click the "Add Question Below" button, you will again get to pick from the available answer types. This time we'll pick Checkboxes.
Again enter the question content, and answer options. Continue to add as many questions as you like to the first page. At any time you can Save and Close, or finish with Page 1 of the template and move on to using Page 2.
If and when you move on to Page 2, just follow the same steps to add questions to your template. Using Page 2 can be a great way to break up an especially question-heavy brief, or as a way to separate internal-eyes-only questions, from those you want the client to complete via the fp.Portal. To keep these questions for internal use only, keep "Show this page on the Client Portal" de-selected.
The new template will now be saved in your list view, and can be edited, or disabled as needed. Click the name of the template to make changes.
And if the template is Active, you will see it as an available template option when adding a new Brief within the system.
We hope you'll enjoy using briefs as part of your workflow. We welcome your questions or concerns: email@example.com