This video tutorial will show you how to edit the schemas within WealthWorks+. Schemas control the layout of the minutes and agendas within WealthWorks+.
Further information on how to prepare minutes and agendas within WealthWorks+ can be found here.
Please note, in the event you need to amend the template itself, this is something which needs editing by thewealthworks, therefore you should contact your System Administrator with your requirements in the first instance, before contacting support.