How to add a section to a project (Transcription)

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

  2. Open the project (report or dashboard).

  3. Select Sections from the Builder Menu on the right.

  4. All pre-built sections are listed under Standard.

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

  6. Select the integration from the drop-down menu.

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

  8. Drag the Section into your project.

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