Add or remove placeholders in text sections in the financial statements

You can add placeholders for text and fields to prompt users to insert specific information related to the engagement, organization or client. For example, you can add a date placeholder to prompt accountants to add today's date as part of the content.

To add a text placeholder:

  1. Go to where you want to add the placeholder, then select Add Text Placeholder ().

  2. In the Text Placeholder dialog:

    • Enter a label describing the information that users need to add in the placeholder in the Label field.

    • You can optionally enter content as a suggestion for the users in the Suggested Text field. A reduced version of the formatting toolbar displays so you can customize the format.

  3. Select Save.

  4. The text placeholder displays in the text section marked with a blue color.

Note: If you enter suggested text, it displays in the text section. Otherwise, the label text displays. The label text also shows as a tooltip for the engagement team members.

To add a client contact placeholder:

Go to where you want to add the placeholder, then select Add Contact Placeholder () from the formatting toolbar.

A drop-down list is inserted in the text section. The engagement team members can then select a client contact from the list while working on the engagement.

The default label for the contact placeholder is Select Contact. To change the default label, select the field, then enter a custom label in the displayed dialog box. To apply your change, select the arrow () next to the label field.

To add a staff placeholder:

Go to where you want to add the placeholder, then select Add Staff Placeholder () from the formatting toolbar.

A drop-down list is inserted in the text section. the engagement team members can then select a staff contact from the list while working on the engagement.

The default label for the staff placeholder is Select Staff. To change the default label, select the field, then enter a custom label in the displayed dialog box. To apply your change, select the arrow () next to the label field.

To add a date placeholder:

Go to where you want to add the placeholder, then select Add Date Placeholder () from the formatting toolbar.

A drop-down is inserted in the text section. The engagement team members can then specify a date using the calendar that displays once they select the drop-down.

The default label for the date placeholder is Select Date. To change the default label, select the field, then enter a custom label in the displayed date picker. To apply your change, select the arrow () next to the label field.

To add a logo placeholder:

Go to where you want to add the placeholder, then select Add Logo Placeholder () from the formatting toolbar.

If the firm author uploads a logo, the placeholder is automatically replaced with the uploaded image. Otherwise, a link to Cloud displays.

Tip: To remove a placeholder, highlight it and select Delete or Backspace.