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 controls a different piece of what shows up 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 — Templates you've created. Click any template to open it in the editor and build out the layout by dragging components in from the sidebar. Each template card shows when it was last updated and has three action buttons:
Eye icon — Open the Template Visibility modal to control which clients see this guide and whether it's included by default for new clients
Copy icon — Duplicate the template
Trash icon — Delete the template
Kerdora Templates — 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.
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, then you'll land in the template editor. The editor has a Components sidebar on the left with every available building block you can drag in. You can also click AI Generate in the toolbar to have Kerdora draft or modify a layout for you.
For the full list of components you can drag in, see Embeddable Components: What You Can Add to a Guide.
New Client Defaults
Click New Client Defaults to pick which templates are automatically visible when you create a new client. This saves you from toggling visibility for every new client you add. You can also set this per-template using the "Include for new clients" checkbox inside the visibility modal.
Template Fields
The Template Fields tab is where you create reusable content fields, text blocks and images, that you can pull into any guide template. Think of these as snippets you define once and reuse across multiple guides.
Two types:
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 you want consistent across clients.
Image fields — A named image with an uploaded default. Useful for diagrams, charts, or visuals you reuse.
To create one, click New Field, give it a name, and pick Text or Image. Once created, you can edit the default content directly on this page.
When you drag a Custom Text or Custom Image component into a guide, you can either create a brand-new field or link to an existing one so content stays in sync across guides.
Template Fields are different from Custom Fields. Template Fields are reusable across all clients, so changing the default content here updates everywhere it's used. 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 show up 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. That adds new categories, renames updated ones, and removes deleted ones across every client. Use it 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