Setting Defaults

"Statement Import" permissions may also have additional settings which will make the import process in Ardex Premier simpler.

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

Settings can only be added once the request has been approved by the provider.

Step 1: To add settings - "Sharing" > "Request Data"

Step 2: In the table, find the request for which you require these settings then under the “Action” column, select the drop-down and click “Add Settings”.

Step 3: Enter in or select a value from all the "drop down fields" to populate the default details when importing a statement from a client in Ardex Premier.

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