Create Default Text for Financial Reports

OBJECTIVE

To create Default Text for Financial Reports in ConstructionOnline

BACKGROUND

Create Default Text to include on your Financial Reports to include important information such as  Terms & Conditions and easily apply them above or below your document's content when generating reports.

STEPS TO CREATE DEFAULT TEXT

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Financial Reports category
  4. Hover over the desired Financial Report & click Create

    1. This will open the report window
  5. Select the Default Text tab
  6. Click the blue Manage Default Text Blocks
     
    1. This will open the Manage Default Document Text Blocks window
  7. Click the green +Add New Text Block button
    1. This will open the Add New Text Block window
  8. Enter the Text Block Title & Content 
  9. Click Save

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