Using standard text
Digita Practice Advanced includes a feature called standard text, which enables you to define blocks of text of any length, each identified by a unique ID, that can then be used in several places throughout the application where you can enter text. In text fields that are enabled for standard text, you can specify a Standard Text ID and the application will automatically insert the text associated with that ID. This feature can be a significant time-saver when you enter the same or similar text multiple times. Standard text can be used in the following places:
- Time & Expense Entry:Commentfield
- Time & Expense Entry:Biller Notefield
- Receipt & Adjustment Entry:Commentfield
- Billing: Compose tab
Using standard text in the Comment fields and Biller Note field in Time & Expense Entry and Receipt & Adjustment Entry
- Click the field into which you want to insert the standard text.
- Click the Open field button that appears in the field when active. A dialog for that field opens.
- Enter the Standard Text ID, or click the drop-down and select it from the list. The standard text corresponding to the entered ID will appear in the text area of the window.note
- If the text includes one or more text prompt variables, a dialog shows the text prompt into which you can enter the text value that you would like inserted in place of the text prompt.
- You can modify the text if you choose.
- Click OK to transfer the text to the field.
Using standard text in the Compose tab in Detail Billing
- Position the cursor in the text box at the location where you would like to insert the standard text.
- Click the Standard Text button in the Compose screen toolbar.
- Follow the applicable steps above to retrieve and insert the standard text into the Compose tab.