Setting up standard text

Adding a standard text item

On the Standard Text setup screen, click 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 Digita Practice Advanced would insert the appropriate year automatically.
To use this feature, position the cursor where you want the date to appear and click the Insert Variable Date button. In the Insert Variable Date dialog, select a date, choose a date format, and click 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 click 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. Click OK when finished.