Can I change the name of my template?

Can I change the name of my template?

Important: changes to these areas should only be carried out by the Account Owner or those with relevant permission. Please seek approval from your manager before making any changes.

The main question here is, do you wish to change:
  1. the name which appears on the front page of your PDF (Externally viewed), or
  2. the name of the form you fill in (Internal View Only)?

Report Names

  1. Navigate to Reports>Report Names
  2. You can only edit a name that belongs to your account - simply tap the 'pencil' edit icon.
  3. If you wish to vary the name or have something completely different you can 'create report name' and choose your own.
  4. Once created this will be selectable in your appointment setting window moving forward and in the draft report editing window name drop down for reports synced back to the dashboard. 


Edit Template Name

Navigate to Report Templates>Manage Templates 
  1. Any templates with a globe lit up cannot be edited by you as these are globally accessible to all clients.
  2. If you wish to vary the name or have something completely different you can create or copy our template and choose your own name. However, please note this will create a new template which would not link to your previous reports. 
  3. If you already have a template in your account created by yourselves and the 'pencil' edit icon appears in the right hand side actions column you can rename the template and the template will continue to link to your past reports. Simply tap the pencil edit icon and force it into draft. Type in the new name in the relevant field and tap 'Save & Complete'.
  4. Warning
    Important: whilst the template is in draft status it will not be selectable for appointments and reports will not sync back. Please therefore only force into draft for a short period of time and finalise again to prevent any issues. 
  5. Once renamed this will be selectable in your appointment setting window moving forward.






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