Instructions can be included on the ‘Personal Details’ page under each Header to give team members further instructions on how to fill in the form.
- Click on Portal and Setup and then on the ‘Instruction Information’ tab
- From the drop down select the header you want to add instructions to
- Write the text of the instructions
- Click ‘Is Active’ to publish
- Click ‘Save’
To edit existing instructions, return to this page through the same steps and edit instructions text.