Notes attach instructions to a template in two places — before the form is filled in and after the document is created. Use them to say what the template is for, how to fill it in, and what to do with the finished document.
Open the template's details
- Open the template from the content list.
- Click
Detailsin its details pane's toolbar.
The Template Details dialog opens with the template's Name, its Description — shown under the name in the content list — and the two notes. You need an Admin or Manager role.
Notes before creating document
Shown in the template's details pane, above Create a new document — the first thing anyone sees when they open the template. Use it to:
- Say what the template is for and when to use it.
- Point out fields that need care.
- List what the user should have ready before starting.
Notes after document is created
Shown with the finished document — on the document page, and later in Generated documents. Use it to:
- Say what to do with the document: who it goes to, where it is filed.
- Give the follow-up steps.
Both notes have a small toolbar for bold, italic, underline, lists and links. The notes after the document is created also have Insert tag: a tag is filled in when the document is made, so a note can read Invoice $ for $ is ready: email it to the client. A tag the template has no field for becomes a question in the form.
Click Save.
Notes on a file
A template with several files can have notes on each file — a different language's instructions, say. Choose Properties in the file card's ⋯ menu and write them under Notes and guidelines; they are shown with that file's form. See Manage template files.
