Selecting clauses

There are two methods for inserting Clauses into a form, Manual Insert and Auto Text.

Note Only the system administrator may add, edit or delete Clauses.

Manual Insert

1. Select Insert: Clause... and a list of all available Clauses for the current form will be displayed.

   Using the tick boxes provided the list can be filtered:

   • Form - Show Clauses only associated with a particular form (e.g. N1)
   • Form and Folder - Show Clauses associated with a particular form or form folder it resides in (e.g. N1 or Claim Forms)
   • Global - Show Clauses specifically associated with the Form Groups folder (and not simply all Clauses)

   You can select more than one Clause at a time, hold down the [Shift] key and click on the last Clause. To select individual Clauses, select the first one and then hold down the [Ctrl] key when selecting others.

2. Click OK. If you have selected more than one Clause on the list, your selected Clauses will be inserted in the order in which they appear on the list.

Tip Click the Show button to check the contents of the selected Clause.

AutoText

Regardless of its scope any Clause can be inserted into a text field using the following syntax:

<<test1>> (where test1 is the name of the Clause as it appears in the Organiser screen)

The text will automatically be inserted into the field when the final > is typed.

This function can also be combined with Custom Templates.