Create a template or form

Creating a template/ form

Create a template/ form using data chips

Editing a template/ form

Editing a community template

Sharing a template with the community

Duplicating a note/ form/ template

Using AI Prompts to make your templates AI powered

Navigate to the templates page

Choose which collection you would like the template to be saved under

Give the template a title

Click on the '+' icon in the toolbar

Choose the field types (fillable section) you would like to include in your template.

Click 'save template' in the bottom right corner

After copying a template into the team template library, navigate to the toolbar in the notes modal

Select the data chip icon (pill-shaped) next to the field's icon

Add the data chip with the information you would like pre-filled.

Save or send the template as usual.

Navigate to the templates page

Select the overflow icon on the template you would like to edit

Press edit

Create the edits you want and then press save

Navigate to the templates page

Select the overflow icon on a community template you would like to edit

Select 'copy to Workspace'

Go to your Team Templates Library and click the overflow icon

Press edit

Create the edits you want and then press save

After creating a template, in the team templates library, press the overflow icon

Press 'publish to community'

Fill out category, profession and any necessary tags

Navigate to the note/ form/ template you would like to duplicate

Hover over the tool bar and select the duplicate icon

In the bottom left corner, a pop-up will appear asking if you would like to view the duplicate. If you wish to view the duplicate in the note modal, select view