Templates

Keep consistency across your notes - for both you and your organization.

Template - Insert Existing Template

Create Template

Templates can be created in any of the 3 editors, but for complex templates, you will want to use the Advanced editor.

Create Complex Template

Templates are created from the content in the editor.

Save as Template

Keyboard Shortcut: Press ALT+C to save current content in the editor as a template.

Image Limit: Currently, a note can only have up to 10MB of images embedded. For scene photos, reduce the number of images if they are larger in size.

Add Existing Template

Insert Template Button

The Quick Menu within the editor allows for quick access to add an existing template.

Editor Quick Menu

Keyboard Shortcut: Press ALT+T to open "Insert Template" dialog.

Select the template you want to insert either from the "Team" or "My" template section.

Insert Template Dialog

Add Template - Existing Content in Editor: Template content will be added to the end of the current note in the editor. This allows you to combine templates as needed within a single note.

Edit Template

If you want to edit a template, follow these steps:

Edit Existing Template

Template Dialog Info & Options

Template Dialog

Move "MY" Template to "TEAM" Template section allows you to share your templates with the rest of your team.