GorillaDesk's Note Template feature will allow you or your technician to save a common note for easier notation.

​Note: This feature is available in the Mobile app and in Desktop Version 3.

To access Version 3, click on the toggle beside your avatar in the upper right corner and click the Switch to V3. You can switch back to the classic using the same steps at any time.

You can manage your note templates under settings.

This feature will allow you to save notes for:

To create or manage your Note templates:

2. Enter the note title and body and click Save

3. You can delete the note template by clicking the trash icon. Be careful! This cannot be reversed.
You can edit notes by clicking the note title.

You will see the template button when editing these corresponding note sections.

Example:
1. Edit your top note and click on the templates button

2. To load a template, select from your note templates list and click Use Template.

By default, this area will only display Top note templates.

3. You can use the filter icon if you wish to use a different template. This will allow you to use your other template, such as your Invoice note template in your Top note.

4. When you load the note template to an existing note, the note will be added at the bottom of your current note. This will not replace your current note. It will only be appended at the bottom.

5. There is also an option to search for the template by name.
The manage templates button will direct you to Settings > Notes and Todo List

The superadmin has the option to set permissions for other admin users.

Go to Settings > Users > Permissions and turn off Manage Note Templates
This will remove the option to add, edit, or delete templates.
They can still use and preload the available templates created by the other admins.

For mobile app:

4. The option to save your current note or manage note templates is also available in this button.

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Keywords: Note Templates