What is a tooltip?
Tooltips are a great way to provide important nuggets of information either to you or your staff member to communicate the service to the client when creating an engagement letter.
How Do I Add a Tooltip?
You can add a tooltip for any service you need, by configuring the line item.
Go to Configure > Line Items
Find the service you wish to edit.
Click Edit > Scroll down to the 'Add Tooltip' tick box and check it.
You can choose to add text, images or even videos to serve as your tooltips!
How can I view the finished tooltip?
You can view the completed tooltip by going to the Create Engagement Letter page.
Click 'Create Engagement Letter'
Find the service that you added the tooltip to.
Click the question mark below 'More Info', which shows to the far left of the service name.
If you have any questions, please reach out to us! 😃