Working within Description of Services
Step-by-Step Instruction Article: Working within Description of Services
Step 1: Accessing the Guideline
- Begin by accessing the guideline where you want to work with the description of services.
- In this example, we are drafting a single will guideline.
Step 2: Editing the Description of Services
- As a pricing officer with an elevated account, you have the ability to make changes to the description of services.
- Edit the description directly in line by modifying the text.
Step 3: Using the Three Dots Functionality
- Similar to the factors, you can utilize the three dots on the right-hand side to access additional options for the description of services.
- Click on the three dots and choose the appropriate action, such as altering the description or deleting an existing one.
Step 4: Saving Changes and Adding New Descriptions
- After making the desired changes to the description of services, save the modifications.
- If you want to add new descriptions, use the functionality provided to create and save them.
Step 5: Applying Descriptions to Guidelines and Matters
- The saved descriptions of services will be added to the guideline you are working on.
- The rest of the team can also access and use these descriptions.
- In a matter you're working on, you can add a new description and choose to add it to a guideline for future use.
Congratulations! You have successfully learned how to effectively work with AltFee's description of services.
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