Go to where you want to add the placeholder, then select Add Contact Placeholder ( ) from the formatting toolbar.Ī drop-down list is inserted in the text section.
The label text also shows as a tooltip for the engagement team members. Note: If you enter suggested text, it displays in the text section. The text placeholder displays in the text section marked with a blue color. A reduced version of the formatting toolbar displays so you can customize the format. You can optionally enter content as a suggestion for the users in the Suggested Text field.
Go to where you want to add the placeholder, then select Add Text Placeholder ( ).Įnter a label describing the information that users need to add in the placeholder in the Label field. For example, you can add a date placeholder to prompt accountants to add today's date as part of the content. You can add placeholders for text and fields to prompt users to insert specific information related to the engagement, organization or client. Add or remove placeholders in text sections in the financial statements
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