SOAP 2.0

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Ease of creating Custom Templates

When creating the Custom templates for our Company, there should be a 1 step process for to create the IE, PN, DC and daily note. The way that would work best would be to have a section at the end of all selected items that you can check on to indicate which notes you want that to apply to, much like the “Apply to Note Types” when creating profiles. This again would speed up and take away from excessive time it takes to create each Template.

  • Guest
  • Jun 4 2020
  • Full Release
Other
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  • Guest commented
    August 12, 2020 16:54

    Hello! We have a similar feature coming soon. You will be able to copy one template to another note type. You will be able to do this either from the Template Configuration dashboard by clicking the "Copy" icon, or from a template configuration Edit page, you will be able to click the secondary menu and select to Copy From an existing template. Hope this helps. Thanks for your feedback!

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