Sections allow you to create compact Intake forms by Case Type where you can customize desired fields from different tabs and hide titles for a cleaner look.

In the left pane of the Intake Layout Manager, select the Section button. A New Section window will display with "Untitled Section" as the default section title. You may keep or rename the standard section title. Click the Save button to insert the new section at the bottom of the Intake Layout Design screen.

A maximum of 100 characters is allowed.

NOTE: Section titles can be modified after created using the Section Settings pane or by clicking into the edit field on the Intake Layout Design screen.

Click the Save button to retain your changes.

The four arrows icon

will display showing that the section can be repositioned. Refer to Customizing Intake Layout Design for more details.

To customize a section, click the Settings icon

to the far right of that section. In the Section Settings pane, use the toggle to show or hide the section title. Section titles are shown by default. When hidden, sections will flow into each other, separated only by a horizontal line. Neos will retain the section title in the Section Settings pane but will disable the field when the toggle is off (hidden). Click the right arrow to close the pane.

To remove a section, click the X icon on the far right. Select the Yes button on the Delete Section window. The removed tab section will be returned to the Sections list and filtered upon refresh. Custom sections will not be added back to the Sections list.

Click the Save button to retain your changes.