Skip to main content

Administration: Manage notebook templates

Written by amaise Support

Notebook templates give your users a structure for their case notes. As an administrator you manage them under «Settings»«Features» (permission «TENANT__U_CONFIG»).

The notebook templates under «Settings» → «Features»

Create or edit a template

For each template you define:

  • a Title,

  • a Key (uppercase letters, digits and underscores only, e.g. AUFNAHME),

  • a Profession binding — it controls which professional group the template is preselected for,

  • the Content as formatted text via the editor.

The DEFAULT template cannot be deleted — every workspace always has a default template.

Note: How users use a template in the notebook is covered in the article «Case notes: Notebook». The profession-based preselection mentioned there is the one you configure here.

Did this answer your question?