Add placeholders in text areas in a letter or memo
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.
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Open the document and select Edit (
).
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Go to where you want to add the placeholder, then select Add Text Placeholder (
).
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In the Text Placeholder dialog:
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Enter a label describing the information that users need to add in the placeholder in the Label field.
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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.
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Select Save.
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:
Open the document and select Edit (). 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:
Open the document and select Edit (). 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:
Open the document and select Edit (). 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.