Adding or Editing a Statement

To add or edit a statement

  1. Open the workfile.
  2. Select New > Statement from the toolbar. The New Statement screen opens.
  3. Select the person for the Statement From droplist. This information comes from the Contacts tab.
  4. Select the statement type from the Statement Type droplist.
  5. Enter the information in the appropriate fields.
  6. Click OK.

Note: A Statement can also be added by selecting Actions > New > Statement from the workfile menu bar.