How to Add or Remove Topic Titles From the Final Document

How to Add or Remove Topic Titles From the Final Document

What you can do: Manage Topic Titles

When creating a document in Pulse360, you probably have noticed that your bullets get organized by topics. These bullets are the notes you create in your workspace, translated onto the final document. 



If you want bullets to be in one uninterrupted list, not showing the topic titles, you can remove topic titles.

How: Step by step directions on how to do that:

1. Open the desired template and start editing the Block with your Topic Merge Fields



2. Select the necessary Merge Field.
  1. By clicking the Minus "-" icon, you will remove this Topic Title from appearing on the final document. 
  2. By clicking the Plus "+" icon, it goes green indicating that a title will always be shown on the final document.
You cannot delete Topic Merge Fields because notes will not appear in the document.



3. The topic title is not shown on the right document, because we removed it on the Document Template by selecting the Minus "-" icon.



OR

When creating a document, you can choose to keep or remove Topic Titles in the Document Editor by selecting "Show" or "Hide" in the "Title Options."

NOTE: If you apply Topic Titles or remove them on a Document Template, it will override any "Title Options" you have selected in the Document Editor.





Tips

  1. The "+" and "-" icons in the template editor will determine whether or not the topic title will appear on the final document. 
  2. Pulse360 will automatically apply Topic Titles for better organization and client readability on the final document. 
    1. From experience, clients do not read—they scan. For better and faster readability, it helps the clients to know what the "Topic" is before scanning the advice. So, our recommendation is you maintain the Topic Titles when you email out to your clients. 
  3. We are giving you the granular capability to turn Topic Titles on/off individually.

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