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How to use the PracticeSpace Template Library
How to use the PracticeSpace Template Library
Updated over 2 years ago

The PracticeSpace Template Library gives you a bunch of pre-made options to create a form, and allows you to edit them to customize for your practice needs. Here are some helpful steps to follow:

2. Click on Papers from the left panel

3. Go to Template Library

4. Find any pre-made template that you would like to copy

5. After you’ve chosen a form, click 'Copy.' Depending on the Type of the form, a copy of it will be saved to your personal Form template or Note & Other Templates

6. Open the form from 'My Form Templates' or 'Notes & Other Templates'- wherever it is saved

7. The form will automatically open into an editing mode, where you can fine-tune the form to be exactly what you want by choosing different fields. Once you are done, click on Save

That's it!! Your form will now appear with all the updates in your Form/Note Template Manager.




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