Help and Information Centre - GA4

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Pre-Defined Advisory Templates

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Adding pre-defined advisories can help when trying to enter data that is a common entry, it can save you time when adding to documents.

Setting Up A Predefined Advisory


Go to Admin > Customisation > Pre-Defined Advisors

  1. Click - New
  2. Add - Advisory Code ( For selection Process Only )
  3. Add - Description ( To Be Shown on The Document )
    ( Please note that the information entered here will be shown on a single line only )


Adding An Advisory To A Document


Go to a document > Advisory Section > Click Advisor Lookup > Use the drop down to select the advisor required.

The description that was entered in the setup process will get automatically added to the description field.

 

 


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