Goal
To guide users in adding legal costs to their PDF Particulars through the Marketing tab in the disposal section, ensuring that all necessary details are included for a comprehensive and professional presentation.
Why
You can easily add this detail, enhancing the clarity and professionalism of your marketing materials and improving the information provided to clients.
How do I add Legal costs to my PDF Particular
To add legal costs to your PDF Particular via the marketing tab within the disposal, follow these steps:
Click into your disposal and go to the "Marketing" tab.
Scroll down to the "Marketing Text" section.
Add a custom field with the subject as "Legal Costs".
Once you have entered the necessary details, proceed to the "PDF Particulars" publishing option.
Toggle the "Legal Fees" under the "Marketing Text" description to ensure it will be included when the PDF is published.
