Create Home office custom scripts for your advisors.
Sign in to AdvisorStream and select Video in the top navigation bar to open Video Studio.
Create a script
1. On the Video Studio dashboard, select + New Script.
2. Enter a script title, published date, and script content.
3. Select Save Script.
Complete the required fields in the Add Script window, then select Save Script.
Your script appears in All Scripts, labeled Home Office, and in the Home Office tab.
Note: Once your script is saved it will appear within the advisor’s video studio dashboard under Home Office Scripts.
Edit a script
Find the script on the Video dashboard or Scripts tab. Select Edit, update the title or content, then select Save.
Tip: Closing the edit window without saving discards your changes.
Delete a script
Find the script on the Video dashboard or Scripts tab. Select Delete, review the confirmation message, then select Confirm.
Important: Confirming permanently deletes the script.
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