New - Set Up Inserts

From the Menu, click Utilities & Administration, then click Statements.

Select Set Up Inserts, and a list of Statement Inserts will appear. The files can be downloaded by clicking on “Download”.

To create a new insert, click on the New Statement Insert button.

Enter the Title of the insert and add relevant notes to the Notes section. Click on “Attach File” to attach a file.

Once the information is entered, click on the “Save Statement Insert” button.