Add or edit an opening or closing statement in X1
Updated
by
Heather Jones
Opening and closing statements appear in reports on the first and last pages, respectively. These are usually used to communicate a message to the customer. Users can include tokens to add auto-populated data from the estimate. These tokens can cover nearly any field from the estimate, including the date of loss, date assigned, property address, and more.
For your profile
- From the Project dashboard, navigate to Preferences > Project.
- Under Reports, select the list icon for the statement you want to use.
- To view or edit an existing statement, select it in the list and select View. Make any necessary changes, then select Close.
- To add a statement, select Add. Enter the Model Name and the statement, then select the X.
- To delete an opening statement you created, select it in the list, then select Delete.
Adding tokens
When creating your opening or closing statement, you can add a token anywhere within your text by selecting the Insert Token button and choosing the token you want added. The tokens will appear as follows:
Statement window
Report
For an individual project
- With the project open, navigate to Claim Info > Parameters > Report Text.
- Select the list icon for the statement you want to use.
- Modify the statement as already described.