Document headers
Ali Johnson
Hey Alecia M Barrett this is currently possible :)
--To enable headers and footers in your session note templates:
Select [Settings] > Select [Templates]> Select [Notes] > Select blue button [LAYOUT SETTINGS] > Toggle on Page Header and/or Page Footer and in each text box, select [Dynamic Fields] > add in information needed > Select [SAVE]
--To enable headers and footers in your report templates:
Select [Settings] > Select [Templates]> Select [Reports] > Open up each report template > Select the blue button [LAYOUT] > Toggle on Page Header and/or Page Footer and in each text box, select [Dynamic Fields] > add in information needed > Select [SAVE]
Should you need any assistance, you can reach out to our support team in app: [Help] > [Support] > [REQUEST SUPPORT]> Fill out form and one of our team members will be happy to help you!
A
Alecia M Barrett
Ali Johnson Oh thanks so much I had no idea. This is so helpful!