Creating Text Templates
How to add Text Template
Templates
Templates help you create Client Records in a faster and more standardized way. It allows you to create a template for a specific procedure and when you later create a record for that procedure you can easily select the relevant template and the text you have written in the template will appear in the procedure text box.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fd934154f-0104-486d-bcbf-69bf1c6f95ad%2FUntitled.png?table=block&id=1672144c-888a-4787-979c-d56ade886499&cache=v2)
- Clicking on ‘Templates’ on the menu bar will lead to the Templates page
- You can add additional templates by clicking on ‘ADD’ on the right side or by editing existing templates by clicking the edit Icon.
Note: You can activate, inactivate, or edit templates. Templates can be created for each service you provide.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F8d14dd5a-6f5f-465d-9762-34a2049091da%2FUntitled.png?table=block&id=b6fc26df-34e1-40e1-a443-f34c40f5143d&cache=v2)
- You are required to fill in the necessary information.
- Click on the ‘Submit’.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F1106e362-4219-4824-972d-f896a9ad1292%2FUntitled.png?table=block&id=91fbcf2a-7d36-4a69-9ce1-0335a4d54d16&cache=v2)
- You can also add Text Templates (Which you already added in the system) when creating a Procedure.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fb7e542c4-361c-4e3f-a0a0-86fc44f8a31f%2FUntitled.png?table=block&id=9e745dc5-b511-4511-966d-792ff5fe7ccd&cache=v2)
- You can also add Text Templates (Which you already added to the system) while creating Notes & Files.
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