sbest
Jan 18, 2019

Note Templates

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Edited: Apr 29, 2019

To speed up the note creation process, users with the note manager ticket can create note templates.

When creating a note with the note manager ticket, you will see a 'Save As Template' button on the bottom of the screen. Clicking this won't save the note but will save all the values in a template so you do not need to fill in the same fields every time you create a note.

Once you have clicked save you will be asked for a template name. Once you have filled this out and clicked save, your note templates will be available when creating a new note.

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