Use a practice Guide template for a repeatable client conversation. Use a client-specific Guide when the structure or explanation is unique to one household. Both use the same Guide components; the difference is whether the layout is reused and centrally maintained.
When should I use a practice template?
Use a practice template when the same structure supports multiple clients, such as an annual review, onboarding meeting, retirement review, or tax-planning meeting.
Practice templates help the firm standardize sections and component settings. An edit to a shared template can affect households assigned to it, so use a client-specific Guide for one-off exceptions.
Kerdora templates are built-in previews. Select Edit a copy when you want an editable practice-owned version.
When should I use a client-specific Guide?
Use a client-specific Guide when the household needs a unique sequence, temporary deliverable, or explanation that should not affect other clients. Dora can also create client-owned Guide content when working in the client context.
Keep client facts and one-off language out of practice-wide fields unless the content is intentionally reusable.
How do I create the right type?
To create a reusable practice template:
Open Templates.
Select New Template.
Choose Build with Dora or Start blank.
Build and preview the layout.
Return to the template list and use Assign or Manage to select households.
Use New Client Defaults when the template should be added for future clients.
To copy an existing practice or Kerdora template, select its Duplicate template action from the template list and name the copy.
To work with a household-specific Guide, open the client and select Guides, then create or edit the Guide in that client context.
What does assignment mean?
A template can exist without being available to every client. Its Assign or Manage control determines the household assignments. New Client Defaults controls future-client inclusion.
Assignment does not replace the delivery check. Open the affected client, confirm the Guide is visible and default when intended, and preview portal Overview.
What persists automatically?
Practice-template edits autosave after a short delay; there is no Save button in the editor. Wait after the last edit and reopen the template to verify a material change. Assignment dialogs have their own Save assignments control.
Use a duplicate before a major redesign when you need a stable comparison or rollback option.