Setting up standard text

Adding a standard text item

On the Standard Text setup screen, select the
Add
button.
In the
ID
field, enter a brief ID that will be easy for you and your staff to remember. For example, you may want to identify text describing preparation of individual tax returns as "1040."
In the
Description
field, enter your text.

Adding variable dates and text prompts

You can use variable dates to add dates to standard text items without having to update those items periodically. For example, you could add a variable year-end date to a text item, and DT Practice would insert the appropriate year automatically.
To use this feature, position the cursor where you want the date to appear and select the Insert Variable Date button. In the
Insert Variable Date
dialog, select a date, choose a date format, and select
OK
. The variable appears between brackets, but will display properly in the comment field.
Use text prompts to trigger a prompt for your staff when they select the standard text item. Staff will be prompted to complete the standard text item by entering the information you specify in the prompt. For example, a standard text item could list the tax forms your firm prepared for a client. Your prompt could read "Enter list of forms, separated by commas." A staff member selecting this standard text item will be prompted to enter the forms the firm prepared, and that list will be added to the standard text.
To use this feature, position the cursor where you want the text prompt to appear and select the Insert Text Prompt button. In the
Insert Text Prompt
dialog, enter the instructions you want your staff to see. Be sure that the prompt clearly indicates what the staff member should enter. Select
OK
when finished.