Handing over presos to colleagues

Last updated 19 November, 2023

If your process is for a paraplanner to create a client review on behalf of an adviser, or if you just want to collaborate with a colleague, you can hand over a preso to another LivePreso Advice user in your practice quickly and easily.

1. From the bottom of the appointment screen, click Hand Over.
   
   

   Open

   

    

2. In the box that pops up, start typing the name of your colleague.
   
   

   Open

   

    

3. Select them from the list, optionally enter a message and click Hand Over.

4. Your colleague will receive a notification by email and the preso will instantly appear in their app.
   The preso becomes theirs, so they can review and edit and hand it over again, or they can present and share it themselves.

Related articles

Understanding the appointment screen