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Inserting non-transaction data in a paragraph

How to insert non-transaction data
  1. Access the practice or client’s paragraphs. See Accessing practice paragraphs or Accessing client paragraphs.
  2. Find the paragraph to be edited.
  3. Click to select it.
  4. Click Edit Paragraph. The Edit Paragraph Content window opens.
  5. In the Paragraph Content text area, click to place the cursor at the point where the Non-Transaction field variable is to be inserted.
  6. Click Non-Transaction Data. This is located on the Insert menu. The Insert Non-Transaction Data Reference window opens. The data fields are grouped using Data Categories to enable quick and easy searching for the Non-Transaction Data field to be inserted.
  7. Select the Non-Transaction Data field variable to be inserted.
  8. Click OK. The Non-Transaction Data variable is displayed at the insertion point in the Paragraph Content text area. Use the formatting tools to format the variable as necessary. See Formatting paragraphs.
  9. Click OK. To save the changes to the paragraph content.
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