Quick Text

Quick Text is reusable text for communicating to the industry within Objection Letters, Dispositions, and Notes. Quick Text is commonly used remarks or language and is specific to the state instance. These are a useful resource for saving time on keystrokes and lookup; especially for bulletins, statutes, or regulations that you may reference frequently and refer to when creating Objection Letters. Quick Text are created once, but can be edited on the fly for ease of use.

Only State Configuration Managers are able create or edit Quick Text, but any state user may add Quick Text to Objections and Dispositions. This section covers creating and managing Quick Text.

Creating Quick Text

TIP: Quick Text may be modified for individual filings, but changes will only be saved to the filing where Quick Text was modified.

1. Click on the Settings tab.
2. Click on the Quick Text link.
3. Click on the Add button.
4. Enter a Description. This is the text that will identify the Quick Text to the reviewer when they are making their selections on Correspondence.
5. Enter Text. This is the language that will be included in the Correspondence when it is sent to the industry. If referencing a website, please include the complete web address – for example, http://www.serff.com.
6. Select a Category (optional).
7. To use an existing category, click the drop down list for “Existing”.
8. If new category, select “New” and type in a category name. Categories are useful for finding and managing Quick Text, especially if it is heavily used by the state.
9. Select Business Type if available. For state instances with a defined Business Type, this field will not be available. If the Quick Text applies to all lines, select General.
10. Select one or more types of Correspondence where this Quick Text will most likely be used.
11. Click Save.

Search for Quick Text

When the Quick Text page loads, all the available Quick Text will be displayed, sorted by Category then Description. A filter feature is available to assist in locating Quick Text. Enter the desired criteria Filter By area and click Filter to rebuild the list.

Note that the Description field is a “starts with” search by default. Enter the first few characters in the Description of the Quick Text being sought. To search for a keyword within the Description, use a percent sign (%) as a wildcard before or after the criteria string.

Editing Quick Text

1. From the Quick Text list, click the link of the item to be edited.
2. Click on the Edit button.
3. Edit any of the Quick Text fields.
4. Click on the Save button.
5. Click on the Quick Text to go back to Quick Text list.