If you're looking to level up in Forms, this is your ticket! Personal Clauses are a sure-fire way to remain prepared and complete tasks promptly and correctly the first time. Take a look below to learn all about creating and using Personal Clauses in SkySlope Forms!
VISUAL GUIDE
Creating Personal Clauses
- Once logged into SkySlope Forms, click on Clauses from the top menu.
- To create a personal clause, click Add New Clause.
- You will need to provide the following:
- Title (makes it easy to find by name)
- Category (makes it easy to find within a category)
- Body (the actual text that will be added to your form) - Fill out the required information, and then click Create.
Using Personal Clauses
- Navigate to a SkySlope Forms file.
- Add or open the form you'd like to prepare.
- When you click on a multi-line text field, the text modal will open, allowing you to type text onto the form. In the lower-left corner of that text modal, click Add Clauses.
- In the Add Clauses window, there are a few different ways you can locate the clause you need:
- Search: Type in the search bar to find a clause by name.
- Filter by Category: Select a category to view only the clauses in that category.
- Filter by Source: Select a source to view only the clauses from that source.
PRO TIP: Combine more than one search method. For example, filter by only Personal Clauses (category) and then search by name to find only results from the one selected category. - Click the eye icon to preview the clause's contents before selecting it.
- If you'd like to add that clause to your form, check the bubble on the left to select it.
- Continue to locate and select all of the clauses you need.
- When you're done, click Add Clauses.
- Now, all of the text from the selected clause(s) will be added to the text modal. Proceed to make any necessary changes or fill in any blanks from the clauses.
- Then click Save, and the text will be added to your form.
Managing Personal Clauses
To edit or remove a personal clause:
- Once logged into SkySlope Forms, click on Clauses from the top menu.
- Locate the clause you wish to edit.
- Click on the Actions Menu (...).
- To edit the clause, select Edit. Make your changes, and then click Save.
To remove the clause, select Remove.
If you have any questions about using personal clauses, please reach out to our 24/7 Support team! Happy SkySloping!
Comments
0 comments
Article is closed for comments.