USER GUIDES

1. All user guides
2. Clinical Notes & Templates
3. Note Templates
4. Create basic templates

Create basic templates

Overview

Create simple note templates with plain text. In Smilenotes, templates are organised in sub folders called categories. You'll need to create at least one cateogry before you can start adding templates.

How to create a new basic 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. Ensure the 'Basic' option is selected.



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

6. Type your note in the text box. Select a colour for the template text by clicking on a coloured square.



7. Press save to update your changes.