Notes and guidelines

Open notes and guidelines

You can access notes and guidelines in two ways:

From the template editor:

1. Open the template in the editor.
2. Click the template menu on the left side of the top bar.
3. Select Numbering and settings.
4. Navigate to the Notes and guidelines section.

From the workspace:

1. Find the template in the workspace list.
2. Click the template to open it in the sidebar.
3. Click the menu next to Edit template and select Notes and guidelines.

Add instructions

There are two separate text areas, each with a basic formatting toolbar for bold, italic, underline, strikethrough, links, and lists.

Before a document is created

Text entered here is shown at the top of the form the user fills out before generating a document. Use this to:

• Explain what the template is for and when to use it.
• Point out fields that need special attention.
• List any information the user should have ready before starting.

After a document is created

Text entered here is shown on the results screen — the same screen where the user downloads or saves the generated document. Use this to:

• Describe what to do with the document once it's generated.
• Specify who it should be sent to or where it should be filed.
• Include any follow-up steps or reminders.

Save your changes

5. Click Save changes when you're done.