The Overview Editor is where you manage the building blocks behind your client Guides. You'll find it by clicking your profile icon in the top-right corner and selecting Templates. It has three tabs: Guide Templates, Template Fields, and "Changes" Template — each controlling a different piece of what appears in your client Guides and Changes to Be Made sections.
Guide Templates
This is the first tab you see when you open the Overview Editor. It's where you create and manage the reusable guide structures that power your client Guides.
The page is split into two sections:
Your Templates — These are templates you've created. You can click any template to open it in the editor, where you'll build out the layout by dragging in components (like goals summaries, account tables, charts, text blocks, and more) from a sidebar. Each template card shows when it was last updated and has three action buttons:
Eye icon — Manage which clients can see this guide
Copy icon — Duplicate the template
Trash icon — Delete the template
Kerdora Templates — These are built-in templates that come with every account: Overview and Changes to be Made. You can't edit or delete these, but you can manage their client visibility and duplicate them as a starting point for your own templates.
You can drag and drop your templates to reorder them — the order here controls the order they appear in the client's Guide.
Creating a new template
Click New Template in the top-right corner. You'll be prompted to give it a name, and then you'll land in the template editor. The editor has a Components sidebar on the left with all the available building blocks you can drag into your guide layout. You can also use the AI assistant (toggle it from the toolbar) to help generate or modify your template.
New Client Defaults
Click New Client Defaults to choose which templates are automatically visible when you create a new client. This saves you from manually toggling visibility for every new client you add.
Template Fields
The Template Fields tab is where you create reusable content fields — text blocks and images — that can be pulled into any guide template. Think of these as snippets you define once and reuse across multiple guides.
There are two types of template fields:
Text fields — A named text block with a rich text editor. You write the default content here, and it gets pulled into any guide that uses this field. Great for standard language like introductions, disclaimers, or process descriptions that you want consistent across clients.
Image fields — A named image with an uploaded default. Useful for diagrams, charts, or visuals you reuse across guides.
To create a new field, click New Field, give it a name, and choose whether it's a Text or Image field. Once created, you can edit the default content directly on this page.
Template Fields are different from Custom Fields. Template Fields are reusable across all clients — change the default content here and it updates everywhere. Custom Fields (available inside the per-client guide editor) are one-off fields for a specific client only.
"Changes" Template
The "Changes" Template tab is where you define the default categories for the Changes to Be Made section. When you create a new client, these categories automatically appear in their Changes tab — things like "Accounts," "Cash Flow," "Allocation," "Insurance," and so on.
On this page you can:
Add a category — Click New Category and type a name (e.g., "Changes to Estate Plan")
Rename a category — Click into any category name and edit it directly
Reorder categories — Drag and drop using the grip handle on the left
Delete a category — Hover over a category and click the trash icon
Changes you make here only affect new clients by default. To push your updated categories to all existing clients, click Sync to all clients. This will add new categories, rename updated ones, and remove deleted ones across every client. Use this carefully — it updates everyone at once.
How to get there
Click your profile icon in the top-right corner of any page
Select Templates
Use the tabs along the top to switch between Guide Templates, Template Fields, and "Changes" Template