Introduction 

This training material is a review of creating and saving My Phrases.


Topics Covered

  • Accessing the template
  • Creating a My Phrase
  • Copying My Phrase
  • Using My Phrase 

Accessing the template


1. Click on the blue text 'Manage My Phrase' link, which is available throughout the workflow to open the corresponding template. 


Creating a My Phrase

1. Click on the 'My Phrase type:' box to display picklist. Note: when selecting from this picklist, the phrase will only display when in that area of workflow.

2. Enter a title for the phrase. Then click and enter the phrase in the 'My Phrase' box. 

3. After entry, click the 'Add' button. The phrase will display on the bottom grid. 


Copying my phrase


1. Copy a listed phrase and add to another phrase type rather than creating another phrase for a different phrase type. 

2. Select a listed phrase from the grid, and check the 'Copy phrase' box.

3. Edits can be made after checking the copy phrase box. Note: click on the phrase type if wanting to add a phrase to another section. 

4. After edits click on the 'Add' button. 


Using My Phrases

1. Click on the blue text 'My Phrase' link, which is available throughout the workflow.