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report - Blue pen tool

10/23/2018

 
The blue pen tool is visible for supervisors after a report has been saved once. When the item is re-opened, the blue pen tool can be used to type edits and suggestions directly in the report. 

​1. Click "View Client List"
2. Click "Report"
3. Click "View Reports"
4. Click "Edit" 
5. Click the blue pen tool icon once turning it blue
6. Click once on the page where you'd like to type in blue ink
7. Type your edits in blue
or
8. Highlight text and then click blue pen icon to turn text blue
9. To turn off the blue pen tool, click the blue pen icon once turning the icon black

Important things to note
  • If you'd like to communicate "Delete" we recommend putting parentheses around the text you suggest needs to be deleted.
  • All blue text will convert to black when the report becomes a PDF.
​​
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