1. Help Center
  2. The Template Editor
  3. Customising Sections and Fields

Add a Section

How to add a custom section to your Template

Please make sure you have read our Overview page so you understand Templates.

Video Guide

 

 


 

Add a Section

 

To add a section, firstly you need to open the Template you want to Edit.

 

At the bottom of the Section List (you may need to scroll down), there is a Button with a Plus symbol. Click this to create your new Section.

 


 

Edit your New Section

 

Double click on the "New Section" and you will be presented with the Section Editor.

 

Here you can change the following properties:

 

  • Name. This is what will appear when editing on the Profile page or when printing Reports.

  • Icon. This is used when editing on the Profile page.

  • Colour. This is used as the header when printing reports.

  • Visibility. Here you can choose which Profile Types this section will appear for.

 

When you have finished making changes, press Save to update your draft.

 


 

Moving Sections

 

You can drag-and-drop your sections using the handles to where you would like to see them. This will affect all the profile types.

 

 

Don't forget to Publish if you want to go live.

 


 

Note:

The Identifier and Owner are the internal keys. Should you need any support, we will likely ask for these values.