> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/advice-library.md).

# Advice Library

The Templates tab — where Statement of Advice wording, Word/PDF document spines, and HTML presentation decks are authored and published for the composer and the AI presentation builder to use.

### 🔍 How to Get There

Rubica App > **Templates** tab

The tab has three sub-tabs that share one screen:

| Sub-tab              | What it holds                                                                |
| -------------------- | ---------------------------------------------------------------------------- |
| **Strategies**       | The approved wording blocks the SOA/ROA composer pulls from                  |
| **Advice Documents** | The rules and the Word/PDF spine file for a Statement or Record of Advice    |
| **Presentations**    | The rules and the HTML exemplar deck for an AI-generated client presentation |

{% hint style="info" %}
This is a custom screen (the **Templates** tab), not the classic Salesforce Knowledge tab — though it is built on Knowledge articles under the hood. Access is granted through the **Rubica Advice Library** permission set.
{% endhint %}

See **Presentation Templates** for how to upload and manage the Presentations sub-tab.