video1.0<iframe src="https://www.loom.com/embed/c87d65adbf204437bb1d12c233da0860" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/c87d65adbf204437bb1d12c233da0860-2eca56264247889b.gif200.171In this video, I walk you through how to upload a template to Marlow and make edits using the platform. I demonstrate uploading an example annual review letter template and show how to add a cash flow planning section based on my instructions. I also explain how to create a new template from scratch, specifically a client follow-up email and summary. Please take note of the steps I outlined, as you can apply them to your own templates. Let me know if you have any questions!