Setting Sections for Reporting

1

Expand the some or all of the hierarchy in the Sections panel.

2

Select the checkbox next to the feature name; the feature name is then displayed as a pair of section tags in the Content panel of the Document Template Designer.

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For features in the lower levels of the hierarchy, selecting a child feature automatically selects the parent level(s) and adds the parent tags to the Contents panel.

3

If you want to change the sequence of sections, click on the appropriate feature name in the Sections hierarchy and click on or to move the feature name up or down.
 

The position of the feature name within the Sections hierarchy determines the position of the section documenting that feature in the Content panel, and hence in the report. You can change the sequence either before or after you have selected the checkboxes, it makes no difference.

4

For each selected feature, click between the section tags in the Contents panel and add text, or right-click and select the Insert Fields context menu option to add fields.

Add Section Content