QuicDoc Pro – How to create new note types
Reference Number: AA-00516 Views: 8223 Created: 10-16-2018 02:55 pm Last Updated: 10-16-2018 02:55 pm 0 Rating/ Voters

QuicDoc Pro – How to create new note types

Log into QuicDoc using an Admin account

Under the Setup menu, select Documentation Setup, and click on QuicDoc Documentation


Click on New


Enter a name for the Note Type


Under the Note Style, select the type of note


Click Ok when finished


Note Sections:

The note sections are your caption bars.  You may add more sections in this note. 

You may use these instructions to customize existing note types.


To add caption bars:

Enter a name for the Note Section Caption and the click on Add


The new Note Section Caption will now be listed


To add sub-sections:

Now you will want to add your sub-sections.  The sub-sections will be for the data you will need to enter for the session. 

Please note that you cannot add the same sub sections multiple times in one note. 

You may use these instructions to customize existing note types.

Select the Note Section Bar.  Please note that by default Session Information is already listed.  This sub-section cannot be removed.


Under Select Sub-Sections, select the form, and click add


You will now see the form added to the Sub-section.  If a form is added by mistake, select the form and click on remove.


Continue with the above steps for each Note Section and Sub-sections.  Once completed, click on Save and then click on Close.


The new note is now ready to be used.  Use the above steps to make any modifications to the notes such as adding and removing note sections and sub-sections.




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