Custom Template Management
Create your own templates, edit sections and blocks. All details of the template editor.
Getting Started
To create a new template, go to the template list of the relevant note type from the Tools > Note Types page. Two buttons are available at the top of the page:
Two Ways to Start
"Use System Template" is ideal for quickly comparing all templates under a type and editing the one you like.
System Template Selection Window
When you click "Use System Template", a window opens. You can preview existing system templates and choose one as your starting point.
Available system templates are listed on the left side. Each template shows its name and a brief description.
When you click a template, its preview appears on the right side. You can see section titles, block names, and instructional texts.
After selecting a template you like, click "Use This Template" button. All sections and blocks are copied to the editor, and you can make any changes you want.
Template Editor
The template editor consists of two main parts: the Structure panel on the left where you build the template, and the Preview panel on the right where you can see changes in real-time.
Sections
Templates are made up of sections. Each section has a title and contains blocks.
Add Section
Type the section name in the input at the bottom of the editor and click the + button.
Reorder
You can reorder sections using drag and drop.
Section Options
From the menu in the top right corner of each section, you can duplicate or delete.
Blocks
Blocks are data entry fields within sections. There are 10 different block types.
Add Block
Click the + button inside a section to select a block type.
Block Settings
You can edit each block's title, description text, and type-specific settings.
Instructional Text
You can add optional instructional text to each block. This text guides the therapist while writing the note and explains what to write in that field. The text appears in gray in the editor.
Block Types
Each block type is designed for different data entry:
Text
Basic block type for free text input.
Checklist
List of checkable items. You can add predefined options.
Table
Structured data entry with rows and columns.
Numeric Scale
Numeric rating like 0-10 or 1-7.
Likert Scale
Agreement scale (Strongly Disagree → Strongly Agree).
Frequency Scale
Behavior frequency scale (Never → Always).
Bipolar Scale
Rating between two opposite poles (e.g., Passive ↔ Active).
Therapist Note
Blue background, special area for clinical comments.
Client Quote
Golden background, special area for client quotes.
Hint Block
Non-editable, informational content. Used for instructions or guidance.
Live Preview
Changes you make appear instantly in the right panel. When you click a section or block, it's also highlighted in the preview.
Saving Templates
To save a template:
Give the template a name (required).
Add at least one section (required).
Click the "Save" button in the top right.
Template Description
To add a description to your template, click the file icon next to the Save button. In the window that opens, you can briefly describe what the template is used for.
Editing Templates
To edit an existing template, click "Edit" from the template's menu in the template list.
Duplicating Templates
To copy an existing template, use the "Duplicate" option from the template menu. The copy is created and you are redirected directly to the editor.
Open the three-dot menu of the template in the template list.
Click the "Duplicate" option.
The copy is created as "[Original Name] (Copy)" and the editor opens.
The "Use System Template" flow works the same way behind the scenes: it creates a copy of your selected system template and opens it in the editor.
Setting Default Template
You can set a default template for each note type. When creating a new note, this template is automatically loaded.
Open the three-dot menu of the template in the template list.
Click the "Make Default" option.
A star icon appears next to the template.
Archive and Delete
Templates can be archived and deleted just like note types. Archived templates cannot be selected for new notes, deleted templates remain in trash for 30 days.
Archive
Archive templates you no longer want to use. Existing notes are not affected.
Delete
Deleted templates are moved to trash and can be restored within 30 days.
When a template is deleted, notes using that template have their template reference cleared (becomes blank template). Note content and type remain unchanged, only the template link is removed.
After archiving or deleting, a 5-second notification appears. Click "Undo" to instantly reverse the action.
When a note type is archived or deleted, all templates belonging to that type are also automatically subjected to the same action.
Template Name Rules
Template names are subject to certain rules:
Two templates with the same name cannot exist within the same note type.
Template name can be at most 100 characters.
Template name cannot be empty.