Headers are added to existing Sections in the Intake Layout Design Screen. As a result, Headers display as bolded text within a section on the Intake screen.
Adding Headers
To add a header, first select the existing section. Click the add icon next to Headers in the left pane under Sections.
A New Header window will display with "Untitled Header" as the default header title. You may keep or rename the standard header title. A maximum of 2,000 characters is allowed.
Click the Save button to insert the new header in the Intake Layout Design screen.
The new header will be added to the bottom of the selected section in a new row on the Intake Layout Design screen.
NOTE: Header titles can be modified after created being by clicking the pencil icon
in the Intake Layout Design screen. The title will enter edit mode where changes can be made. Select another field to exit edit mode.
The four arrows icon
will display showing that the header can be repositioned. Refer to Customizing Intake Layout Design for more details.
Click the Save button to retain your changes.
Removing Headers
To delete a header from the Intake Layout Design screen, hover over the header and click the red X. On the Delete Field? warning message, click the Yes button to confirm your selection.
Click the Save button to retain your changes.