Creating Fee Estimate Templates

Go to Settings > Fee Estimate Templates.

Creating_Fee_Estimates.png

1. Select Add New Fee Estimate Template.

2. You can then name the template so that it is easily selected when creating a Fee Estimate.

3. The template can be created using free text and also the tags on the left hand side.

4. Once you have added the text select Create.

 

When you create a Fee Estimate this template will be available under the Introduction and Notes section. 

A current template can be edited and deleted from the template list. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request