Setting Up CDA Instructions

This article is for admin and TC roles only.

Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

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.

  1. Go to Admin > Commissions.

  2. In the menu on the left, click CDA.

  3. 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.

  4. Click Submit. This creates a new version of CDA instructions and adds the new version to the Commission Instructions box below.

  5. Repeat steps 3–4 to create as many instruction versions as you need.

πŸ“– 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.

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