PMWeb Administrative Guide
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Clause Settings

 
This feature allows you to display the Clause tab on forms.  (checklists are created in Portfolio>Lists>Clauses)
 
Navigation Path:  Portfolio>Setup>Settings>Show/Hide Tabs>Clause Settings
Clause Settings
 
 
1

Edit

Highlight the record types you would like to modify and click Edit.
2

Show Clause

Check or uncheck the box to display the Clause tab. 
 
When changes are complete click the Update Records icon.
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