Templates

PDF and DOCX files used to generate case reports.

Templates holds the files used to generate case reports.

Settings, Templates

Columns: Name, Category, File Type, Author, Version, Creation Date, and Created By.

Shipped case-report templates include PDF and DOCX, plus Arabic PDF and DOCX. Category is CASE_REPORT.

Use Download to inspect a template and Create to add one. Case reports select a template from this list. See Reports.

The report name on the create-report dialog can use Jinja syntax.

SSO Configuration

OpenID Connect, OAuth 2.0, or SAML sign-in.

Store

Install and update content packages.