To create or update the templates available when using File Notes, follow the below steps.

Navigate

• Navigate to the Work Areas on the NavBar
• Select Configuration
• Select File Note Templates

• The list of existing File Note Templates is displayed
  
  
• Select New to create a new template or open an existing record

Create New or Edit

You can create a new template, or edit an existing record at a later date.

New Templates

• Navigate to the File Note Templates area
• Select NEW

• A new window will open
• Fill in your new Template Name
• Grouping is useful for organisation if you have lots of templates
• Fill in your Template Text into the large text area below
• Click Save or Save & Close

Edit Existing Templates

• Navigate to the File Note Templates area
• Open the template you wish to edit

• Edit any part of the template as required
• Click Save or Save & Close