You can write CDA instructions in the admin settings so that users won't have to write their own each time they need to generate and print a CDA. You can create as many versions of CDA instructions as you want so that there are instructions specific to different scenarios.
Go to Admin > Commissions.
In the menu on the left, click CDA.
In the CDA box, enter a version name and edit the instructions however you want.
Note: The name you enter here will be what users see in the Commission Form when they are selecting a version of instructions to apply to the CDA.
Click Submit. This creates a new version of CDA instructions and adds the new version to the Commission Instructions box below.
Repeat steps 3–4 to create as many instruction versions as you need.
📖 Note
For more information on how to generate, print, and email the CDA, check out this article in our Knowledge Base.
Setting a Version of Instructions as the Default
1. Go to Admin > Commissions.
2. In the menu on the left, click CDA.
3. In the Commissions Instructions box, click a Set as Default button in-line with a version of instructions. This sets the version as the default.
Where will this default set of instructions appear?
At the bottom of the Commission Form, you'll find the following field:
Commission Instructions Template
The "Commission Instructions Template" field is a drop-down with all your prewritten versions of CDA instructions. The version marked as the default will always be preselected in this field. If needed, agents can select a different version of instructions, but if they don't change it, the default will be what appears in the CDA.