General - Default Values

 

General > Default Values

Default values

Specify default text for some document fields.

In Title name you can specify the label for the Title box. 

In Title text, you can specify the default text that appears in the document title. 

In Header, you can enter information you would like to be displayed at the top of the text of this form, e.g. you may wish to include "according to clause xxx of the contract we hereby...".

In Body, enter information you would like to display between the Header and Footer text of this form. 

In Footer and Footer2, enter information you would like to display at the bottom of the body text of this form, e.g. "this memo does not necessarily constitute a variation...".

 

 

 

 

General > Quick Text

Quick Text

Add quick text that applies to a single or multiple forms.

You can add quick text that can be applied to one or many forms. Click here for more on how to configure this. 

 

Layout (available in Classic View Only)

Layout

Select how the Action and Info user information will Display

Correspondence Style expands the Addressing of User information to include Company and Contact Numbers.

 

Form Style condenses the Addressing of User information to Names only. 

 

Letter Style is only available to RIB CX.  For further information please contact your RIB CX Consultant or Support.

Custom Style is if you have a custom style file.  For further information please contact your RIB CX Consultant or Support.