Step 5: Scope of Work
Entering a Scope of Work is optional. The contents of this field will print on the Scope of Work client report. This form has a spell check that you can run by clicking the button.
You can type in this field; copy and paste in this field, or use snippets. A snippet is a section of text, usually a paragraph. Create snippets for commonly sold Packages that you have created in SI 5.
To create a snippet, click the button. A window will open:
Enter a name and then the text. You can copy and paste in this field.
To add a saved snippet to the Scope of Work statement, use the button. This will open the Insert Snippet form:
To add a snippet to the Scope of Work statement, select the snippet from the column on the left and click [OK].
To create a new snippet from this form use the button. To delete a snippet from your saved list, select the snippet in the column and click the button.