Clauses, Handling instructions and Remarks
On the lines FastTab on a forwarding document, you can register clauses, handling instructions and remarks from a record in the standard texts table in the forwarding module.
To manage standard clauses, handling instructions and remarks
- Choose the
icon enter Standard Texts (Forwarding) and then choose the related link.
- Select the record you need to change or add a new record.
- If you create a new Standard Text specify the Code field.
- Fill the Description with the Standard Text. The Description will be copied to the line.
- Enable the Clause field if you want the Standard text to appear when adding a clause to a document, enable the Handling instruction field if you want the Standard text to appear when adding a handling instruction to a document, or enable the Comment/Remark field if you want the Standard text to appear when adding a comment/remark to a document
To register a clause, handling instruction or remark on a forwarding document
- On the Lines FastTab, in the Type field, select the type of line you want to add to a document, choose either clause, handling instruction or remark.
- In the No. field, select a record from the available options.
- In the Description field, you can now change the standard description if needed.