Schedule / memorandum

Watch this video to see how to prepare a schedule / memorandum.

Select the Schedule / memorandum icon from the Workflow control bar to begin. 

Select + Create table to create your first table. A drop-down of table types will appear. From here, select the table type you require.

Once you’ve created the table, select + Add empty row.  A row will be added and you can now start populating the fields.

Once you have finished, select the Download button to download a copy of the schedule/memorandum as a PDF.  A read-only PDF will download.

Select the Attach as supporting document icon to automatically add it to supporting documents. If you open the Supporting documents panel you will see the schedule/memorandum attached here.