Difference between revisions of "Contract Paragraphs"

Revision as of 19:01, 10 May 2016

Users can add and edit Contract Paragraphs to best fit their needs.

How to Add a New Contract Paragraph

1. Open the Contact Paragraph window by hovering over Codebook in the Navigation Panel and clicking Contact Paragraph.
2. Click on the bottom left.
3. Input the paragraph text.
   
   
   
   
   
   
4. Click when finished.

Using Custom Contract Paragraphs in Termite Reports

To use your custom Contract Paragraphs in termite reports, you can go through the process until you reach the Contract, or you can skip directly to the step by clicking on the square box under Contract in the process line located at the top.

1. Press to open the Contacts window.
2. Click directly on the contact you want to choose.
   
   
   
   
3. The Contacts window will disappear, and in its place, the category will be filled out with the corresponding contact information.

Managing Contract Paragraphs

To edit a paragraph, click on the icon next to the entry you want to edit.
To delete a paragraph, check the small box to the left side of the icon, then click . You may check more than one entry at a time.

Importing Contract Paragraphs

1. Click on Contract Paragraphs.
   
   
   
   
2. If you have already downloaded the Paragraphs template, you may skip this step. If you haven't, click DOWNLOAD TEMPLATE. You MUST format the spreadsheet correctly for the import to work.
   

  If you do not have the program Microsoft Excel, you can download the free spreadsheet program from Open Office here.

3. The template will begin downloading. Click the file on the bottom bar of your browser to continue.

4. Fill out the spreadsheet following the outlined categories. When you have finished, make sure to save.

5. Go back to TermiteKiosk. Now, at the Import Paragraph Body screen, click SELECT A FILE and locate the saved document in your computer, and open.

6. Click IMPORT

All the contents from the spreadsheet will appear individually in the Contract Paragraphs.

Exporting Contract Paragraphs

1. Click .
2. You can choose to Export all the Contracts or just a selected few.
   
   
   
   
3. Saving your Contract Paragraphs as an HTML will open a new tab with your text. Saving it as an XLS will save it as an Excel file and will begin downloading on your computer.