To use Paragraphs and Folders do the following:
Paragraphs are used to place information on a document that is specific to an account, type of order, process, or miscellaneous information. To make a paragraph:
- Go to Admin | Items Admin | Custom Items | Paragraphs, then click the Create Paragraph button
- Select a folder where you want to store the paragraph (or return to the Paragraph’s tab and click the Create Folder button)
- Enter the Title and Description for the paragraph and then click Save and exit when done.
To add a paragraph to a document, go to Products | Paragraphs, and select the paragraph(s) that you want to add to the active document. Once added to a document, paragraphs behave like another item line for line actions.
Folders are used to organize paragraphs and make it easier for retrieval. You may add any new folder or rename the default folder name as needed. To delete a folder with paragraphs, you need to either move those paragraphs to another folder or delete them permanently.
