How To Add Text To Your Report (Transcription)

  1. Click on the client you want to add text to the Report for.

  2. Click on Projects in the navigation bar on the left.

  3. Select the Report you want to work on.

  4. From the ToolBox on the right, drag the Text icon into your Report.

  5. Edit the text in the ToolBox section that says “Start typing here…” on the right.

  6. The text will automatically be saved in the text field on the Report.

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