Basic Administration
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Managing Data
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Object Template Administration
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Working with Object Templates
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About Note Templates
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Creating a Note Template
Creating a Note Template
Create a new note template by clicking the new note template icon
in the
Templates
table:
The
New Note Template
window divides the creation of the note into the following steps:
1.
Set Attributes
—For providing the descriptive attributes associated with the note template.
2.
Set Attachments
—Optional: For attaching any additional data files you want to associate with the note template.
Related Topics
in the Templates table: in the Templates table: in the Templates table: