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Overview of Blueprint, including creating visual business structure diagrams and exporting client-ready PDFs

Blueprint Overview

Explains the five entity types in Blueprint and how each is used in structure diagrams

What entity types can I add to a Blueprint diagram?

Explains the four overlays in Blueprint and when to use each for tax, wealth, risk, and asset-focused views

What are the four overlays in Blueprint and when should I use each one?

Overview of importing client entities from CIM into Blueprint to populate the diagram.

Can I import my client's entities from CIM into Blueprint?

Overview of how auto-save works in Blueprint, including real-time saving and status indicators

How does auto-save work in Blueprint?

Explains what is included in the exported Blueprint PDF, such as the diagram, asset summary, and structure notes

What does the exported PDF contain in Blueprint?

Explains how multiple users can access and edit a Blueprint, but not simultaneously in real time

Can multiple people work on the same Blueprint?

Overview of creating a Blueprint diagram, including adding entities, mapping relationships, and exporting the final PDF

How to use Blueprint

Create and present clear client structure diagrams.

Blueprint

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