...
You can Refetch the adviser and licensee data if required (see note above).
You can edit the title of the document (“Portfolio Review” by default, or whatever your practice admin has set it to).
As a back-up just in case your adviser/licensee data isn’t set up properly in Xplan, you can manually edit any of the client, adviser or licensee data.
Technical Xplan info
API endpoint for the client data:/entity/blah/blah
API endpoints for the adviser/licensee data:/entity/blah/blah/entity/blah/blah