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How do I add a Menu to my Document?

Updated over 3 weeks ago

Procedure:

  1. Open the Document you wish to add your menu to

  2. Drag the Menu Items element from the right-hand side to the Document.

  3. Edit the newly added Menu by double-clicking on it, or selecting the pencil Icon next to it.ย 

  4. Add the parameters you wish to display in the Document. (Source information, revenue category, display columns, etc.)

  5. Click Save

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