Using Plan Markup

The plan markup is a feature that allows an administrator to populate common information such as Business Name into the plan.
To change existing Plan Markup:

  1. Login to your SHIELD account: https://shield.disasterrecovery.com
  2. Go to the “Data” component.
  3. Select “Plan Markup” near the bottom of the list that appears on the left hand side.
  4. Click the drop-down arrow to the right of “Plan Markup” and select “Edit this Table’s Data”.
  5. Fill in the pertinent data.
  6. Click “Save Changes”.

To add a new Plan Markup to populate other common information:

  1. Login to your SHIELD account: https://shield.disasterrecovery.com
  2. Go to the “Data” component.
  3. Select “Plan Markup” near the bottom of the list that appears on the left hand side.
  4. Click the drop-down arrow to the right of “Plan Markup” and select “Edit this Table’s Data”.
  5. Click “Add New Row”.
  6. Enter information in the Markup Name column and Replacement Text column (The Description is optional).
  7. Click “Save Changes”.
  8. Go to the “Planning” component.
  9. Wherever you would like the common information to appear, click “Edit this Section”.
  10. Enter the Markup Name in the following format [(-Markup Name-)].
  11. Click “Save”.
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