Pre-Defined Advisory Templates

Adding pre-defined advisories can help when trying to enter data that is a common entry, it can save you time when adding to documents.

Setting Up A Predefined Advisory

Go to Admin > Customisation > Pre-Defined Advisors

1. Click - New
2. Add - Advisory Code ( For selection Process Only )
3. Add - Description ( To Be Shown on The Document )
   ( Please note that the information entered here will be shown on a single line only )

Adding An Advisory To A Document

Go to a document > Advisory Section > Click Advisor Lookup > Use the drop down to select the advisor required.

The description that was entered in the setup process will get automatically added to the description field.