You can utilize existing templates or create your own brand-new format.
1) Select the ‘+ Add Template’ button in the top right corner of the [Documents] menu.
2) Choose which type of document template you want to add.
Template Type | Description |
E-Document | A format used when creating general documents such as consent forms and notices. |
Intake Form | A questionnaire-style document format used to collect customer information. |
Note | A recording-style document format used to write down service progress details or consultation records. |
Document Template Title: You can enter a title appropriate for the document template. If you enter the document title in the template editing area (), it will automatically be applied here as well.
Preview: You can check how the document template you are currently writing will appear to others.
Save Template: You can save the document template you have created.
This is a list of "Input Fields" and "Auto-Fill Information" that you can use when structuring your document template.
You can create a template by dragging and dropping "Input Fields" or "Auto-Fill Information" into the editing area ().
For "Input Fields," you can select them by typing ‘/’ directly in the editing area ().
For "Auto-Fill Information," you can select them by typing ‘@’ directly in the editing area ().
What are Input Fields?
They refer to spaces where customers can enter information to complete the form, such as text boxes or selection boxes. For example, they can be used when capturing information like name, address, or email.
What is Auto-Fill Information?
It remembers information that is likely to be used repeatedly and automatically populates that information into the corresponding input field. For example, if you include auto-fill widgets like Customer Name or Service Date/Time in a note, the customer name and service date/time will be filled out automatically every time you write a note.
Text Size: The types of text sizes consist broadly of Heading 1, 2, 3, and Body text.
Text Style: You can format text using Bold, Italic, Underline, and Strikethrough.
Text Alignment: The default is Left Align, but it can be changed to Center or Right Align.
List Style: You can set the list style to Bullets (Circles) or Numbering.
Divider: When a distinction is needed between two sections within a single template, you can separate them with a divider line.
Undo, Redo: You can undo the action you just performed, or redo an action that was previously undone.
Document Title: You can enter a title appropriate for the document template. If you have already entered the document title at the top of the template edit screen (), it will be automatically filled in here as well.
Template Short Description: You can enter a brief description to easily identify the document template.
For Hub plans, only members who possess document editing permissions can add or modify templates.