Phrase Library > Create a New Phrase

Within the Create Phrase panel a note phrase option, List, will display that allows the user to create a drop-down list of options. List phrases may be inserted into the Create, Draft, Edit and Addendum Panels. List Phrases may also be used in Text Phrases and Templates.

To create a List Phrase:

1.	Select Create Phrase.

2.	Enter the Note Phrase and Title.

3.	Select the List radio button.

4.	Enter the first item in the Options field. Select the Add icon or select Enter on the key board to save then entered information. To clear the Options field, select the Cancel icon. The option field will allow a maximum of 100 characters. Continue adding all the needed list options.

The first item created will default as the selected option for the list. This may be modified by selecting the

Check Mark to remove the option as the default. A green check mark with

represents the default answer option. A List Phrase may have more then one answer selected as a default or may be saved without a default answer selected.

6.	Items within the listing may be edited by selecting the the Edit icon or removed by selecting the Delete icon.

7.	To change the order of the listing select the Drag icon.

8.	Once all list options have been added, select Save or Save and Close to save the phrase list.

NOTE: When a List Phrase is edited and included in a Note that is edited or a draft, the list will notate the change when the Note is opened unless the user removes and re-enters the list phrase keyword.

Create a List Phrases within a Text Phrase:

A List Phrase may be used within a Text Phrase. To build a List Phrase within a Text Phrase:

1.	Create the List Phrase by selecting Create Phrase.

2.	Enter the Note Phrase and Title.

3.	Choose the option List and add the items from the list.

4.	Select Save.

5.	Create a new phrase by entering a new Note Phrase and Title.

6.	Change the type to Text.

Enter the needed text within the Phrase Content. After the word the list phrase should display in; enter a backslash with no space between the word and backslash. For example, if the phrase list should follow the word ‘and’ in your Phrase Content the backslash should be entered behind the letter d; and\. The search list will display and return a listing of List Phrases. Select the Phrase List. The list will display the default answer and down arrow. If the list has no default answer, then a blank line with the down arrow will display.

8.	Finish entering the phrase content and select Save or Save and Close.