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  4. Create advanced templates

Create advanced templates

Overview

Create interactive templates using buttons and dropdown menus using the easy to use template tool.



How to create a new template

  1. Head over to the Notepad and select "Edit templates" from the side menu to enter editing mode.

  2. If you don't have any categories in your collection, you'll need to click 'Add Category' to create your first category. Expand the category folder by clicking on the category name.

  3. Click the 'Add Template' button to create a new template.

  4. A new pop-up window will appear. Select the 'Advanced' option.

  5. Give your template a short name. By default the template will be put in the category you have currently selected. If you'd rather put it into another category then select from the dropdown menu.

  6. Use the editor to create your template. Add buttons, dropdown menus and text. You can duplicate and reorder lines as necessary.

  7. Press save to update your changes.