Templates live under Overview and control what the client sees in their portal. You can build one from scratch, start from a saved template, or let AI draft one for you.
Where to start
From the left sidebar, click Overview, then Templates. You'll see two sections: Your Templates (ones you've built) and Kerdora Templates (starter layouts). Click New Template in the top right, give it a name, and you'll land in the editor.
If you want to start from an existing layout instead, open a Kerdora Template or one of your own, then use Save as New Template from the editor toolbar to fork it.
Three ways to build a template
Start from scratch. Open a new template and drag components in one at a time.
Start from a saved template. Duplicate one of your existing templates or a Kerdora Template, then edit from there.
Let AI draft it. Click AI Generate in the top right of the editor and describe what you want (e.g. "Overview focused on investments and retirement"). AI picks components, arranges them into rows, and drops the whole thing into your template. You can keep chatting to refine it.
If you're not sure where to begin, AI Generate is the fastest way to get a sensible default layout. Tweak from there.
The editor
The editor has three parts:
Component sidebar (left). Search or browse the full component library, grouped by planning area. Drag any component into the grid. For the full list and what each one does, see the Embeddable Components article.
Grid (center). Your template, laid out in rows. Drop a component into a row to place it side-by-side with existing ones, or into the gap between rows to start a new row. + Add row affordances sit in every gap and above/below the grid for click-to-add. While you're dragging from the sidebar, a blue bar shows the exact insertion point inside a row, and a dashed "Drop here to create a new row" box marks the gap between rows. Hover a row to reveal the drag handle and reorder. Hover a component for its remove and settings controls.
Settings panel (right). Click a component's gear icon to open it. Each component has its own settings (fields to show, sort order, display options, etc.). Components without settings won't show the gear.
Across the top toolbar you'll also find the template name, the Household selector (pick a real client to preview live data against), the AI Generate toggle, and a delete button.
Scoping components to a sub-portfolio
Three investment components — Where Invested, Tax Allocation, and Portfolio vs Target — let you narrow what they show via a Scope section in their settings. Options: follow the client's current view, show the entire portfolio, or restrict to a specific goal type, time horizon, or tax status. You can drop multiple copies of the same component scoped different ways (e.g., one Where Invested for Retirement and a second for Education) since each is independently titled. See the Scoping Guide Components article for the full breakdown.
How Investing has similar filter chips at the row level — goal purposes, tax statuses, and time horizons — so you can show, say, "How investing looks for retirement accounts only" without adding a separate component.
Template fields
Template fields are reusable named values (like "Disclaimer" or "About Us") that you can reference across any custom text or custom image component. Edit the field once and every template using it stays in sync.
To create or pick one, drag a Template Field component (Custom Text or Custom Image) from the sidebar. You'll get a picker that lets you create a new field or link an existing one. Manage the full list under the Template Fields page in the overview editor.
Per-client values live under Office > Notes. When you're editing a specific client's values (instead of the template structure itself), go to Office > Notes — the Template Fields panel there shows every field for the client with inline editing and a per-field edit history. See the Template Fields article for details.
Controlling which clients see it
Templates aren't automatically shown to clients. From the Templates list, click the eye icon on any template to open the Template Visibility modal. Check the clients who should see it, and optionally turn on Include for new clients so the template is added to every new household you create.
You can also set default templates for all new clients from New Client Defaults in the top right of the Templates list.
Saving and previewing
Changes autosave as you work. Use the Household selector in the toolbar to preview the template with live client data. When it looks right, open the Visibility modal to publish it to the clients you want.
Tip: Build your first template with AI Generate, save it, then duplicate it whenever a client needs a variation. It's faster than starting from a blank grid every time.