How do you insert a Paragraph into the document?

Modified on Mon, 20 Apr 2020 at 10:16 AM

Throughout the report wizard, there are options to include 'Your Paragraphs' or 'Company Paragraphs'. (These areas are shown within the tree structures in the Suitability application). 'Company Paragraphs' are located on the left of the screen, while 'Your Paragraphs' are located on the right.

For this example I will select a 'Company Paragraph'. To insert a 'Company Paragraph', the user must click on the blue button attached to the 'Company Paragraphs' display (which will appear as 'None Selected' if the user hasn't already chosen a paragraph) to select the paragraphs. 

This will activate a pop up screen displaying all possible options for the user (this will depend on their user permissions). Within this screen the user will select the paragraphs via the tick box and confirmation method. Now the display should correctly show the correct number of paragraphs the user has selected (within our example below, it correctly says '1 Selected'). 

Below is an example of a 'Company Paragraph'. This example is from the 'About Your Firm Name' company paragraphs in Introduction to Advice.

Step 1: Search for paragraph

Step 2: Select paragraph from pop up window

Step 3: Ensure the paragraph is selected

This is how the paragraph looks within the Report:

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