How do I set up the header and footer for my notes?

How do I set up the header and footer for my notes?

Here's how to set up your header and footer:
  1. Access the Header and Footer Page by going to Settings and clicking on the Header and Footer option. You can also find this page at: https://admin.psylio.com/organization/layout-templates
  2. Here you can customize your header and footer by adding or modifying information such as:
    1. Your professional contact information
    2. Your signature text
    3. Your licence or permit number, if applicable
  3. If your professional title wasn't available during registration or if you're an intern or trainee, you can modify your footer to reflect your role.
  4. To include your logo in the header, go to the Logo tab and upload the image of your logo. It will automatically be added to your header.

Setting Up Your Signature

Follow these steps to set up your signature:
  1. Access the Signature tab in the Settings menu. You can find this tab at: https://admin.psylio.com/organization/signature.
  2. Choose Your Signature Method:
    1. Sign your name in black or dark blue ink on white paper. Take a photo and upload it by clicking Edit and uploading the image to the platform.
    2. Use the "Docsketch" tool available on the platform to create a digital signature. Save it on your computer and upload it by clicking Edit.
  3. Once saved, your signature will automatically appear in your footer.

  1. Setting up your header and footer is crucial as this information will be used when printing your notes or saving them in PDF format.
  2. Your header and footer (including your signature) cannot be modified after a note is recorded, so it's important to set them up correctly from the start.

Additional Tips

  1. Ensure your logo is high-quality and the correct size.
  2. Use a clear, readable font for your signature.
  3. Preview your header and footer before saving to ensure everything looks correct.
  4. Don't forget to click Save once you're satisfied with your header and footer settings.

Please note that your signature is not visible on the platform; it is transparent when the note is recorded and becomes visible when printed or saved as a PDF.      

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