Lists

If your task requires a detailed list (e.g. Approved Supplier List) the wizard will create a drop down menu with the required inputs.

Adding Items

Add New Item

Click the “Add new item” button located below your list.

Fill in Details

Enter all the required information for your new item.

Create the Item

Click the “Create” button to finalize and save your item.

If you don’t click the “Create” button, the item will be lost when you leave the wizard or generate the document.

To delete an item click the three dots on the right side of the item and select “Delete”