QRG – Blueprints – Custom Investments – Modern UX 16.1

This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.1 views.  Doc reviews the Menu Bar and User Tool Bar. Document provides instructions on how to access blueprints, create a new blueprint and edit the fields available on the blueprint. Detail is also provided on how to update the modules, rules and actions associated with a blueprint. Instructions are listed to show the user how to modify the create from template page, how to add a new channel and how to set a default blueprint.  Tips on the user of the API Attribute ID are also provided.