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