How to add a section to a project (Transcription)

From the home screen of your account, select the client you want to add a pre-built section to a project for.

Open the project (report or dashboard).

Select Sections from the Builder Menu on the right.

All pre-built sections are listed under Standard.

Sections that you have built and saved are listed under Saved Sections.

Select the integration from the drop-down menu.

The search bar can be used to quickly find a specific section.

Drag the Section into your project.