Skip to main content
All CollectionsPlans
Plan Authoring: Authority to Proceed
Plan Authoring: Authority to Proceed

How to change the Authority to Proceed wording

Updated over 2 weeks ago

Users can change the standard wording within the Authority to Proceed section within each plan.


​

How to add custom Authority to Proceed wording

Within a plan:

  1. Click on the Next Steps chevron

  2. Select the ATP tab

  3. Set 'Authority to proceed details' to Custom

  4. Edit the wording in the free text field

  5. OR click on the " icon to Override/Insert quick text

This field can be templated via Quick Text, at a user, Workspace, Licensee and/or Organisation level.

Did this answer your question?