/
Note Templates
Note Templates
Note templates are a great way to create templates for notes you would otherwise be typing over and over again.
To create a note template: Click ‘Settings’ on the top menu, and then scroll down to the ‘Note Templates’ dropdown and click the dropdown to expand the section.
Click ‘Add Note Template’ and enter a clear description and the text you wish to be in the note.
Click ‘Save’ to save your note template.
Your users will be able to select this template whenever they add a note
, multiple selections available,
Related content
Designing Documents for Accelerate
Designing Documents for Accelerate
More like this
Tagging Your Documents
Tagging Your Documents
More like this
Payment Schedules
Payment Schedules
Read with this
New Basic Reporting
New Basic Reporting
Read with this
Transferring Relationships
Transferring Relationships
Read with this