Templates let a practice design a Guide layout once and reuse it across households. Open Templates from the practice navigation to manage practice-owned Guide templates, Kerdora starting points, reusable template fields, and default Change categories.

Create a blank template for a deliberately simple structure. Copy an existing template or edit a copy of a Kerdora template when a proven layout is close. Use Dora for a first draft when available, then review every component and setting.

Name templates for the client conversation: Initial Plan, Annual Review, Retirement Check-In, Tax Planning, or another clear purpose.

Add components to rows, reorder them, and open component settings for scope and presentation. Use representative household data in preview. Check empty states, long names, incomplete modules, and narrow layouts.

Practice-template edits autosave; there is no separate Save button. Wait for the save state to complete before leaving. Reopen the template after a major edit to verify that its rows, components, and settings persisted.

Use Template Text and Template Image for reusable practice content. Keep one-client facts in a client-owned Guide or client-specific value. A change to a shared template field can affect every linked use.

A practice template is not automatically visible to every client. Review household visibility and new-client defaults. Broad visibility, template-field, or Changes-template edits can affect many households, so verify the selected scope before applying them.

Default Change categories establish the starting organization for new clients. Add, rename, reorder, or remove categories to match the practice method. Syncing category changes to existing clients is a broad action and should be reviewed separately.

Before using a template:

Templates create consistency and speed. They still require advisor judgment about what this client needs to see.