Ativa Interactive Corp. > News > Help - Concept Toolkit

What’s the difference between Fres...

Back to FreshPlan Help   FreshPlan is available online only. Concept and Planning Toolkit are desktop software programs. FreshPlan will eventually replace both Concept and Planning Toolkit. Current subscribers will have access to both programs during the transition from desktop to online.   Back to FreshPlan Help

How do I import a logo in Concept Toolki...

Back to Help You can import a logo in Concept Toolkit. The logo will appear on the Cover Page when you print a concept or calculator and at the bottom of the infographics in the Infographics section. 1. Click the Import Logo button on the Main Menu screen. 1. Click the folder icon to locate the logo you want…

Wrong Page is Selected in Reports in Win...

Back to Help If you are using Concept Toolkit with Windows 7 in the Reports window and the wrong page moves over to the right side of the window (ie/ you select a page, click Add page but another page actually gets added), do the following: Select the Control Panel on your desktop. Click on Display Click Smaller –…

Saving Data in Windows 10

Back to Help If you are using Concept Toolkit with Windows 10 and and are having problems saving data, follow the instructions below: Find the Program Files (x86) folder on your computer’s “C” drive and double-click on it to open it: Find the Concept Toolkit 12 folder and double-click on it to open it. Find the ConToolkit12 file,…

Charts Won’t Print in Windows 10

Back to Help If you are using Concept Toolkit with Windows 10 and a chart prints out like the one below, change the text setting to 100%: Right click on your computer’s screen and select Display Settings Change the “Change the size of text, apps and other items:” to 100%  

Merging PDFs in Concept Toolkit

Back to Help You can only save single pages to PDF when you are in Concept Toolkit. However, after saving several one page PDFs, you can merge them into a single file using other options: Use a free online tool that merges PDFs into one file such as PDF Merge. Use a PDF program with a…

Can I print more than one screen at a ti...

Back to Help You can print more than one page at a time by clicking on the Reports button, selecting or creating a new report and then clicking on the Print button. You can enter the client’s name that you want to appear on the page and the number of copies you want to print….

Moving Concept Toolkit Slides to Powerpo...

Back to Help There is no direct Export feature in Concept Toolkit that lets you export slides to Powerpoint. However, you can take screenshots of slides in Concept Toolkit and import them manually into Powerpoint. How to Move Concept Toolkit Slides Into PowerPoint Open up Concept Toolkit Open up your screen capture program Go the…

How do I change the marginal tax rates?

Back to Help 1. Click the Settings button on the Main Menu screen. 1. Click the Tax Rates/Province tab. 2. Click on a province button (ON) to see the marginal tax rates for that province. 3. Enter the rates in the Marginal Rate fields. 4. Select your client’s province of residence. Back to Help

Can I create a single needs analysis in ...

Back to Help Yes. To create a single needs analysis click on the Planners tab to access these planning modules: Cover Page Goals Cash Flow Net Worth Asset Allocation Retirement Life Insurance Disability Insurance Long Term Care Insurance Critical Illness Insurance Education Planner Estate Planning Checklist Estate Tax Calculator Recommendations To create more detailed plans with full client/spouse…

Why doesn’t Concept Toolkit fill u...

Back to Help Concept Toolkit will only fill up the entire screen for monitor resolution settings of 800 x 600. To open the program in full screen, you need to change your monitor’s resolution to 800 x 600. When you are done using Concept Toolkit in full screen mode, you can change the monitor’s resolution back to…

How to create a report or presentation i...

Back to Help The Report builder in Toolkit is a powerful feature that lets you build an unlimited number of reports or presentations using any combination of the 300 screens in Toolkit. You can use the Report builder to: Group your favourite Toolkit concepts into one presentation for quick access. Group Toolkit concepts into presentations that can be used…