@omz thanks again! It's overall fan friggin tastic. :)

I'll play with this soon

I had a chance to play with it last night. It's fantastic.

There is a weird character that shows up at the end of the header text, a black box. But it's not a deal breaker.

Otherwise, it's perfect.

I love Workflow... I use it to schedule appointments from contact info, with specific notes and send automatic confirmation emails.

I wonder if workflow could make editorial interface with PDFEXPERT?

(Actually the r/workflow is where I found out about Editorial)

I'm sure I'm not the first person to think of this... But how awesome would it be if editorial could run as a 3rd party keyboard being able to function in the text sections of other apps, like PDFexpert or Pages. Running workflows and other such amazingness.

Sigh. That would be incredible.

Yes, please! And thank you?

I had assumed this was a lost cause.

It'll take me a few days to check this out and implement it.

I'm planning on trying to simplify some of the workflow I've created on the directory as well... In an effort to contribute to the community, FWIW.

The workflows I've put together to write this report have worked well. Albeit with some bugs, but that is to be expected.

Thank you all, again, so much!

The best idea I can come up with is to open the file in PDFExpert, where it is added to the client's file and then use a stamp to add their name and DOB to the top of each page. It's cumbersome, but in the last step I have editorial Add that information to the clipboard. So, at least I don't have to type it all in when I create the new stamp.

The only pdf app that seems to add page numbers is pdfpen. But it doesn't have customized stamps on ios... So it would mean one more step... Getting less and less simple by the minute 😂. I may decide to forgoe (sp?) page numbers until @omz is able to come up with a more efficient solution, if it's possible in some future fantasy world. 😉

I noticed this, but thought it needed to be opened in editorial to click the link. That would be useful.

Adding page numbers and headers/footers seems to be elusive, after some more digging.

And I thought this would be the easy part.

@ccc any ideas?

Per usual, I've searched the forum and found ... nothing. 😂

Anyway to add a header to each page of the PDF output? Ideally this would include the client's name, dob, and the page number of the PDF itself... too much to ask? I'm crossing my fingers. (Both client's name and dob are stored in separate files from earlier workflows in the process)

I could do this as an outside process in PDFOffice, but automated in editorial would be waaaAaay better.

TIA!

I just wondered if I could somehow abuse the footnote for this purpose? I'd prefer it at the top starting on p2... but ya know, beggars can't be choosers,,, so I'd be happy with any kind of fix for this.