How to add key pointers to your Clickthrough agreements
Learn how to add key pointers to your Clickthrough agreements
Here’s how you can add key pointers to your Clickthrough packet: Step 1: Begin by navigating to the "Manage" option located in the side panel. From there, select "Key Pointers" within the contract attributes section.
Step 2: Find the Clickthrough packet you want to add the Key Pointers by either using the search bar or identifying it in the list of created Clickthrough packets. Once you've located it, click on the packet to continue.
Step 3: If you wish to add Key Pointers to a new section, click on "+New Section" located on the right-hand side of your screen. Once the "Add new section" modal appears, provide a name for the section and click "Save" to create a new view.
Step 4: In the Key Pointers section, you can start adding your Key Pointers. Click on "+New Key Pointers" to insert them into the same section. Name the key pointer and select the type of key pointer that you want to add.
The key pointer name specified in the Key Pointers should match the one used during the embedding of the clickthrough. As you add Key Pointers, you have the flexibility to choose from various formats, including:
- Currency
- Date
- Dropdown
- Duration
- MultiDropdown
- Number
- Phone Number
- String
- Paragraph
- Checkbox
Select the desired format from the "Type" column within the "Add Key Pointer" pop-up to seamlessly customize your Key Pointers type.
Last updated on October 17, 2023