Managing Note Templates

You can use note templates to help you create notes faster. For example, if you have a checklist of items to cover when you follow up with a candidate after a placement, you can create a template with the questions you typically ask and can then use that template whenever you create follow up notes.

Any user can edit and delete note templates that have a visibility setting of Public. To prevent deletion, set the template visibility to Private.

Creating a Note Template

1. In a record, at the top right of the screen, select Actions > Add Note. Alternatively, select the + Add button and choose Note.
   

2. Select Note Template > New.
   

3. Name the note template and set your desired visibility settings.

   • If you set a note template to Private, only the template owner can view, edit, or delete it.

4. Type your note template in the Note field.

5. Click Save.
   

Editing Note Templates

1. In a record, at the top right of the screen, select Actions > Add Note. Alternatively, select the + Add button and choose Note.
   

2. Select Note Template > Organize.
   

3. Select the name of the note templates you want to edit.
   

4. Update the necessary fields, then click Save.
   

Deleting Note Templates

1. In a record, at the top right of the screen, select Actions > Add Note. Alternatively, select the + Add button and choose Note.
   

2. Select Note Template > Organize.
   

3. Select the name of the note templates you want to delete.
   

4. At the bottom of the Edit Note Template screen, click Delete.

5. In the window that appears, click Delete.