Only Admins, Power Users, and Users in Process Admin Groups can access and change Settings.
- Navigate to Settings on the upper right side.
- Select Cover Page on the left side.
- Add a new Cover Page Group by selecting +Add new group.
- Name the new Group.
- Hide Group if desired. Hidden Groups are not visible to any User on the Cover Page. You can unhide them at anytime.
- Edit a Group by selecting the pencil icon next to the Group Name.
- To remove a Group delete all fields in the Group and click the Trash Can next to the Group Name.
- Add a new Field to a group by selecting +Add New Field at the bottom of that group. Then select a field type, add a field title, and click Create.
- Archive a field by selecting the red '-' icon or by clicking and dragging it to the Archived Fields section. The field and it's data can be added back if necessary. Archived Fields can be found at the bottom of the Cover Page Template in the Archived Fields section.
- Delete a field by selecting the Trash Can icon next to a Field in the Archived Fields section.
- Click and drag a Group or Field on the Field List to change the order or to move it in/out of the Archived Fields section.