Managing Factors within a Guideline
Step-by-Step Instruction Article: Managing Factors within a Guideline
Step 1: Access the Guideline
- Navigate to the guideline you want to work with, for example the “Incorporation of a Company” guideline.
Step 2: Familiarize Yourself with the Form
- Review the guideline form, which includes the base fee and associated factors.
Step 3: Edit Factors In-Line
- Make changes to existing factors directly in-line.
- Click on the respective field and update names and dollar amounts.
Step 4: Use the Three Dots Option
- Utilize the three dots option on the right-hand side of a factor to edit its name and type.
- Click on the three dots and choose the appropriate editing option.
Step 5: Understand the Types of Factors
- Categorize factors as "simple" or "multiplier."
- Use a simple factor for a fixed dollar amount, and a multiplier factor when units are involved.
Step 6: Update Existing Factors
- Continue updating existing factors, including modifying dollar amounts.
- Make these updates in-line for accuracy and convenience.
Step 7: Add New Factors
- Click the "Add New Factor" button at the bottom of the form.
- Enter the details for the new factor, such as the name and type (simple or multiplier).
- Specify the unit and corresponding amount, if applicable.
Step 8: Verify and Save Changes
- Review all changes made to the guideline's factors.
- Double-check the accuracy of names, types, and dollar amounts.
- Once satisfied, save the changes to apply them.
Congratulations! You have successfully learned how to effectively manage factors within an AltFee guideline template.
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