How to manage standard text

Administration › Standards › Standard Texts is a library of reusable wording — scope paragraphs, standard comments, recommendation text — so the same phrasing is used everywhere without retyping.

Steps

1. Choose a Text Type (the area the text is used in). The list below shows the entries for that area.

2. Click + to add one. Choose User Specific (only you see it) or Company Specific (everyone in the company), set the Company, an Order No, a Title and the text.

   

3. Save. The text is then offered wherever that area has a Standard Text / Load Template button — for example on a service visit or in data entry.