Quickparts – How to Create & Edit
Quickparts allow you to create templates with predefined text which can then be used in Messages, Filenotes, and Progress Items. These templates can also be used to add links within the text or to set up signatures etc.
The Quickpart Window is made up of two panes:
The left pane is the Category. This way you can group your Quickparts into Categories for ease of use.
The right pane is the Quickpart. Select a Category in the left pane to see which Quickparts exist, or select ‘SHOW ALL’ to view all Quickparts.
To create a new Category, click the +Add button on the left Pane.
Enter the Name of the Category, then click Save and Close.
The Category is created
To Create a new Quickpart, select the Category on the left pane where you would like the Quickpart to reside, then click the +Add button on the right pane.
- Enter the Description of the Quickpart.
- Confirm the Category you have chosen.
- Enter the Text which will populate when the Quickpart is selected.
Highlight the Text you wish to format, then either click the ‘Format Text’ button or right-click. You have the options to:
- Change the text colour.
- Make the text bold, underlined or italic.
- Highlight the text.
- Add bullets.
- Add a link to a web address.
- You can also copy and paste from this menu as well as selecting all text.
The Quickpart is now created and ready for use.
Both the Category and Quickpart pane have the option to Edit or Delete. To Edit or Delete, simply click on the item, then select the More dropdown.