Items contained within angle brackets are words, terms, or phrases that appear in Profiles™ Professional and are drawn from user-entered or user-selected information.

For example, <client> is used in Help to represent the first name of the client as entered by you. If you are creating a plan for Mr. John Doe, you should understand all instances of <client> to mean John.

Text that is both bold and italic indicates an item that appears on the screen.

For example, the Account Details dialog box or the Planning Assistant report.

Bolded text is used to indicate an item on the screen that Help directs you to click.

For example, click the Details button.

Italicized text refers to a file, document, or section that exists within Help or another document outside the application.

For example: See the Profiles™ Professional User Manual for more information on plan analysis levels.

Profiles™ Professional Help is organized into a series of collapsible text drop-downs. This allows you to get an at-a-glance view of what is on each help page and quickly access the portions of the page relevant to your needs.

• You can easily identify a collapsible text container by looking for the (collapsed) icon or the (expanded) icon.
• You can use to expand all collapsible text on a page or use to collapse it.