Guide Templates let an advisor build a Guide structure once and reuse it across clients. Manage them under Templates → Guides, where the page heading is Guide Templates.
Create a Guide Template
Select Templates in the main advisor navigation.
Open Guides.
Select New Template.
Choose Build with Dora or Start blank.
Name the template, add components, and arrange them in the order clients should read them.
Use the household selector to preview the layout with client data.
Practice-template edits save automatically. There is no separate Save button. Return to the template list and reopen the template when you want to verify that the change persisted.
Edit or duplicate a template
Select an owned template to open it in the editor. Change its name, rows, components, or component settings; the editor saves those changes automatically.
Use Duplicate template from a template row when you want a variation without changing the original. Built-in Kerdora templates are read-only. Open one and choose Edit a copy, or use Duplicate template from its row, to create an editable practice version.
Assign a template to existing clients
Find the template on Templates → Guides.
Select Assign, or Manage when assignments already exist.
Under Existing clients, select each household that should receive the Guide.
Use Select all clients only when the template belongs in every current portal.
Select Save assignments.
Assignment makes the Guide visible to those clients. It does not make the Guide their default landing view.
Automatically include a template for future clients
Select Assign or Manage beside the template.
Under Future clients, select Automatically include for new clients.
Select Save assignments.
Confirm the template row shows New-client default.
This affects future client files. Select households under Existing clients when the Guide should also reach current clients.
You can also select New Client Defaults at the top of the Guides page to manage future-client inclusion across several templates at once.
Make a Guide the default for one client
Template assignment and client default are separate settings.
Open the client and select Guides.
Open the Guide selector.
Find the assigned template.
Select Make [Guide name] the client default.
Confirm it shows Client default.
Setting a Guide as the default also makes it visible.
Remove a template assignment safely
On Templates → Guides, select Manage beside the template.
Clear the clients who should no longer receive it.
Clear Automatically include for new clients when future clients should no longer receive it.
Select Save assignments.
Confirm the assignment count and New-client default summary update.
Open each affected client's Guides selector. If the removed Guide was the Client default, select another visible Guide as the default.
Bulk removal from the template assignment window hides the Guide but does not currently clear every affected client's saved default selection. The client-level check in step 6 prevents a stale default from remaining.
If you are hiding a Guide from only one household, you can instead use Hide [Guide name] from the client in that client's Guide selector. Hiding the current default through the one-client selector clears that default.
How template changes reach clients
An assigned practice template renders live with each household's data. Editing the template changes the layout those assigned clients receive.
Save for this client only creates an independent client Guide. It is immediately visible to that household, but it is not automatically the Client default. Later template changes do not affect the client Guide, and client-Guide changes do not affect the template.
Use a practice template when a change should reach every assigned client. Use a client Guide when the structure or explanation belongs to one household.
Delete versus unassign
Deleting an owned practice template removes the reusable template and cannot be undone. Duplicate it first if the goal is to experiment. Unassign it when you only want to remove it from selected client portals.
Before finishing, verify the expected assignment count, future-client setting, client visibility, and each affected household's Client default.