Add a page break after this section : check to format the template so the next section, if any, continues on the next page.Section is Required : check to make this a required section when the form is filled out.Section Name : enter the name of the section.New Section: click to add a new section to the template and complete the Section Name panel on the right-hand side:.Add a Bottom Border to Header : check to add a borderline underneath the header.Add Header to All Pages : check to display the header on all the pages of the form.Section is Required : check if there is information in the header that must be completed by the user completing the form.Header : customize the template header and complete the Header panel on the right-hand side:.If adding service dynamic fields to the title, the template can only be used when converting a client’s appointment to a timesheet. Please note, if you are not using the Scheduling module, the information cannot be automatically pulled to the template.This service information is pulled from the appointment in the Scheduling module. Service : click to select and use the service date of when the service was provided as part of the form title when the form is filled out.This provider information is pulled from the Contacts module. Provider : click to select and use provider information as part of the form title, based on the provider that fills out the form – first name, last name, full name and/or provider Id.This client information is pulled from the Contacts module. Client : click to select and use client information as part of the form title, based on the client the form is filled out for – first name, last name, full name, client id and/or client creation date (date when the form is filled out).Select all the dynamic fields to add to the title from the drop-downs:. Enter the main title of the form (e.g.Create Dynamic Title : create a title that automatically pulls information from CentralReach into the form title, when the template is used.If selected, this will be the title used for all forms created using this template. Create Title : enter a standard and static template title.There are two types of titles that can be configured: Template Title : click to configure the new template title.In the left-hand side panel, complete the following fields:.Click + NEW TEMPLATE on the top right corner.To have access to Note & Form template, users must have the permission (Notes Templates > Manage) enabled.Click My Profile and select the Settings tab.
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