Step 5

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.