Note Templates

Note Templates

Note templates are a customizable feature in Shelter Pro where templates can be created and then inserted into a note as needed by the user as required. These are very useful for setting up notes to follow a prescribed format with commonly expected content and format.

VERY IMPORTANT LEARNING
To use a defined note template, click the 'Template' button at the bottom of any note view to retrieve a relevant note template.

Here's a view of the buttons for a Note View. Notice the 'template' button: