Adding Standard Wordings

In this example we add a new wording that can be selected in this box for the Commercial Vehicle product target:

Open the Task Management & Standard Wordings module. It may be under more. 

If it is not available you may need to check your access levels or open Acturis Assistant Settings and reinstall release 6 modules. 

You may be asked to enter your registration key. This can be found on the Security tab of Acturis Assistant Settings - help here. 

If this pop up disappears it has just gone behind something else you have open. 

Once you have input this and your password it will look like this. 

We need to select Standard Wordings and then either Rating Notes or Client Requirements depending on where you will be selecting the wordings from. A new window opens. 

Click Add at the bottom. In the new pop up you can select the Note Type (where you want to select the wording from in the application), give it a title and fill out the details. Down the bottom you can then tick against product targets this needs to be available for. 

Once finished click OK. 

It will then show in the search screen if you select and search the relevant Note Type.

You can now close the first Task Management & Standard Wordings screen. 

The wording is now available to choose: