Creating a Guide
This critical step will cause client pages to not populate if missed!
Publishing Benefits
This button is surprisingly difficult for users to find in order to begin reviewing their guides.
Edit Guide
This is a concern for groups that have large benefits guides to share with clients.
File Size
This issue was recently resolved by adding a RED Publish button to bypass required fields.
Publishing Incomplete Plans
Missing this step will cause tables to fill blank when a guide is created.
Publishing Plans
These are 3 issues with the current Page Templates tool.
- One page at a time
- Static copy of the page
- Does not show up in ToC
A common request by users wanting a more elevated guide experience after creation
Page Animations
This feature release allowed better control of text and table color when using the Guide Editor.
Unset Color
These 3 misteps may require you to make an entirely new guide from scratch!
Get 2/3 for points!
2) Forgettig to publish a benefit
3) Failing to set up eligibility classes
A major point of frustration for users with more plans than their templates are prepared for.
Adding new columns to tables
This revolutionary feature for keeping client feedback in one central location does not get the attention it deserves.
Commenting Credentials
This solution ensured that edits from multiple users no longer override one another.
Locking out users
This step of client onboarding does not impact the final product.
Eligibility Toggle
They #1 cause for user confusion during this Open Enrollment period
Spanish Guides
A key feature that can provide analytics and easier guide maintenance after launch, but is often missed due to its placement.
Public Hosted Guide
These critical tools were mostly hidden away until a new menu was designed for them.
Hint - Searchable Key Words
Tokens Menu
2026 Goal: This is how our current processes position our created client deliverables.
Guides/Microsites LAST
2026 Goal: This user behavior is a key component for understanding that tools are not being used effectively.
Copying and pasting photos of tables, text, and images with text.
2026 Goal: Accomodating this format of guides will allow Pasito to integrate deeper into the broker Open Enrollment experience
PowerPoint Presentations
2025 Spotlight Issue: This critical issue was resolved by adding a Pinning feature.
Content Drift