Building a scheme from scratch
Keep this article open throughout your build to avoid missing any steps. Each step below has a video for you to follow along with additional material should you require it.
Follow the 7 steps below in order to build a scheme:
1. Create your scheme & add your settings
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Watch how to set up your scheme below:
For a more in depth overview, jump into our guide which will take you through each individual step.
2. Question Set
Watch how to build your question set below. The tutorial includes single-page schemes and multi-page schemes.
Our Question Set guide takes you through how to navigate the editor in more detail, common questions and how to create calculation questions. 
Unsure of whether to build a single-page scheme or a multi-page scheme? Check out our guide here which highlights the difference.
3. Rating File
Watch our rating file tutorial which shows single & multi-page schemes
Rating files may take a little longer, be sure to follow our guide and watch our videos on how to build a rating file.
We´ve got a cheat sheet here too.
4. Rules & referrals
Watch how we build our rules below:
Some rules can be built before your documents have been created, such as referrals & declines. Our guide will show you how to build all types of rules.
5. Endorsements
Watch our tutorial here here:
Use our guide to help navigate the editor. Endorsements are built in a similar way to documents, we´ve got you covered for both.
6. Documents
See how we build our documents:
We´ve also got a guide that will give you some tips on the document editor, as well as some HTML courses to try out.
7. Reports
Final step! Watch us build a report below:
We have a lot of templates already added to your site which you can use for your reports. To learn how to build bespoke reports like a bordereau, follow our guide.
Completed all 7 steps? Now it´s time to test, test, test!
Once you are happy with everything, you can head into your scheme settings and set your scheme to “visible”. This will make your scheme live immediately. This means anyone who enters your site can now see your scheme.
Need a little more help?
If you need a bit more guidance, jump across to our building guide where you´ll find lots more information on each area, our standardisations as well as a test scheme to have some practice.
For our FAQs specifically related to scheme building, check here.
Fancy building a scheme together? Book in for a session here to get started on your scheme build.
