How can I use template of notes to create new notes?

Created by Thibault Breboin, Modified on Fri, 19 Jul at 8:40 PM by Thibault Breboin

You can use template of notes to standardize and speed up the note taking by following these steps :


1) Go to the settings section https://www.colib.io/BusinessSettings?show=notes

2) Click the "Create template" button



3) Enter your information and click the "Save" button. You can also add images to the template body.




4) Go to the note section of a client record and select your template in the selection list. The content previously saved will be automatically added to the text edtor.


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