• For all other questions that want a typed-in response, just type in your answers directly onto that line.

These fact finders were painstakingly formatted to look good when printed, and then used by writing on them. If you're going to be doing this electronically, then the formatting is mostly meaningless. So feel free to make all the long-winded notes you want to as it doesn't matter one bit what they look like to us or your financial planner.

So just click to the right of the end of the question, and type your answer. Again, pay no attention to the fact that it looks bad because it doesn't matter.

The planners can format them to make them print nice if they want to. If the line is messed up, and you want to make it look nice, then delete the whole line, then just start typing. If you want to put the line back in after you're done typing, then highlight it, then underline it.

• After you're done, save the Word document using a different file name with the "Save As" function when you click the top left circle icon.

Choose a name that's relevant to the work - for example, "John Sample's Investment Fact Finder.docx" This will make it so the original file that was sent to you will be preserved, so you can start over fresh if you want to later.

That's about it. Once it's done, and saved, you can attach it to an e-mail, or put it online for download (or FTP).