We had to change the editor groups in response to an SEC deficiency letter around e-signatures and putting proper checks and balances in place to ensure no bad actors were swapping email/phone to sign documents on behalf of clients.  We weren’t doing this, but the SEC wanted to partition user rights.  Our advisors do add and update the documents regularly.

With that being said, Users not included in the editor group for a particular record are no longer able to add estate planning documents (financials > estate planning). 

It would be great if you could include add the ability to add "Estate Planning" from tools to give those users this ability, similar to Add Asset or Add Action. 

Thank you!