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Below are steps to show you how to set up Note Templates. Click here for more details on Note Templates. 

Step-by-step guide

  1. Navigate to Settings and click on Note Templates.

  2. On the Note Templates screen, click the + Add Note button on the Toolbar.

  3. The Add a new Note Template dialog appears. In the Title field, enter a descriptive name for the note.

  4. Select the form or document the note will apply to and click the OK button.

    The new note will become the current item in the Title field of the Note Templates screen.

  5. Enter the note that is to appear on the details field of the form, in the note editor.

    In this example, Job: {Job No} is {Form Name} was entered.

  6. Save changes made to the screen.

  7. Save Changes? dialog appears. Click the Yes button to continue.

    Once the note template is set up you will be able to use it on your CEs.

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