Account Admins can add a custom advice option or advice reason to their Advice Options & Reasons Library AND share it with the team from directly within a step with just one click.


When building a report, if you click on the add advice option or add advice reason button within a step you will be presented with two options: 


1. Add to Advice Option / Reason Library - This will add and save the option to your library so it's available for you to select in this step when writing reports in the future.


2. Add to Advice Option / Reason Library AND share - This will add and save the option to your library and automatically mark it up as shared so it's available for selection by you and all of your account's users when writing reports in the future.



Simply select the option you require and click save.


Related Reading


How do I share an existing custom Advice Option or Advice Reason?