Adding or Editing a Statement
To add or edit a statement
- Open the workfile.
- Select New > Statement from the toolbar. The New Statement screen opens.
- Select the person for the Statement From droplist. This information comes from the Contacts tab.
- Select the statement type from the Statement Type droplist.
- Enter the information in the appropriate fields.
- Click OK.
Note: A Statement can also be added by selecting Actions > New > Statement from the workfile menu bar.