Naming a Follow-Up
It would be very helpful if the name we give a Follow-Up appears on the printed version versus "Follow-Up". The purpose in naming the Follow-Up is to give it an identity and separate it from the other Follow-Ups. But when the document is printed the name is lost.
Just took a look at the Follow Up print packet. Do you think just adding the follow up name to the top of the second page next where it says Follow Up makes the most sense as to where to put the form name?
Kelli Rojas commented
We would prefer if it could show on every page somehow (header or footer) since we use follow ups for contracts.
That would work for us. That's where I've been adding it using Adobe if I need to share a follow up report outside of the system.
Yes! When exporting a follow up packet, it would be very helpful if the PDF included the name of the follow up form (we use multiple follow ups for each project, including progress reports, final reports, time extension requests, etc.).