<< Click to Display Table of Contents >> Navigation:  Create Note > Create a Note > Insert a Phrase

Enter a backslash (\) and the phrase. At least three characters must be typed after the backslash.The Phrase Search will return a listing of the first 25 matches of the text from the typed letters from the search in bold. When a phrase is hovered over in the list, the Note Phrase Title will display along with the Note Phrase. If the phrase does not display in the list, select See More to display an additional 25 or enter additional characters.

There are 4 types of phrases that may be entered; a text, list, template or data filter.

 

When inserting a large text phrase, template phrase or data filter phrase into a note, a loading indicator will display next to the phrase alerting the user that the phrase is loading and will insert that data once the load is complete.

 

When inserting a List Phrase, select Empty, the Default Answer or down arrow to select the answer from the list. The Note Phrase, Title and Description will display at the top of the List Phrase Screen. More the one answer may be selected.  Change EMPTY will allow a free text answer to be entered. When data is free text within a List Phrase, this is not permanently added to the list.  Then select Change to enter the selected items.When a listing has been inserted into a Note more than once, the user may choose to change the previously selected options to the current option by selecting Change All. A List Phrase without a default answer will display with the word EMPTY in red font with a red dashed line beneath the word to alert the user that it needs to be addressed. When a user tries to sign a note without addressing a list phrase with the word EMPTY, the list phrase will place a red box around EMPTY with a light red background to alert the user it needs to be addressed. List phrases must be addressed prior to signing a note. List phrases may be inserted into a Create, Draft, Edit and Addendum panels. List Phrases may also be used in Text Phrases and Templates.

 

NOTE: If information that is entered via Change EMPTY on a List phrase, that information needs to be edited and should be completed with the note field and not the List Phrase. If the down arrow is selected on the List Phrase, the Change Empty field will display blank.

 

Once a phrase has been inserted into the note, if the user attempts to search for the phrase again it will display in a green highlight with a green check mark in front of the title to visually let the user know this phrase is already inserted into the current note. A phrase may be used more than once within a note if needed.

 

NOTE: If a template has been deleted after it was attached to a phrase, it will not be inserted into a Note. Users will receive a notification that the template has been deleted.

 

When creating a Note, it may be selected and converted into a Text Phrase. To create a Text Phrase, highlight the needed text and then select Create Text Phrase from the formatting tools. Only items that are text may be converted into a Text Phrase. Filters, tables or images and some pasted text may not be able to be converted. If a highlighted item cannot be converted, a red message will display. Prior to highlighting and selecting the Create Text Phrase option, all Create Phrase Panels should be closed. See Create a New Phrase for completing the Text Phrase.