Create a new template Collection

How to create a new template Collection

Head over to the settings page and go to the "Template Settings" tab.
Open up the list of existing template Collections by clicking to expand the accordion.
Watch video: how to create a new Collection (11s)

Video demonstrating how to add a new template Collection in Smilenotes
Enter a Collection name, then click Save.

A Collection is a library of templates. Inside a Collection, you arrange templates into Categories (folders) to keep things organised.

Open the side panel in the Notepad and use the three dots (...) menu to switch to another Collection.

Yes. Admins or the account owner can share a template Collection with other Team Members on the account.

Next: How to use a template Collection

Updated: 20 February 2026