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Creating and Editing Note Templates

Pre-defining note templates will save you time for recurring notes, such as qualification calls or interview summaries.

Written by Louise Lefort

2. In the top right corner, click on your name then on "Configuration".

3. In the left sidebar menu, click on "Templates" then select the second tab "Notes".

4. Click on your name (if there are multiple users in your environment), then on "Create a new template".

5. Fill in the "Template name" field and its content, then click "Save".

6. To edit an existing template, click on the one you wish to modify and follow the same steps.

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