edoc contract Administration Guide
edoc contract Administration Guide
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Create, update, and delete text templates for reminder notes

To enable your users to use text templates when creating a task, you must enter possible texts as template.

The advantages of text templates for reminder notes include the fact that the same text is always used for the same situation, thus preventing potential differences in spelling.

You can create, update or delete text templates at any time in the administration.

Create a text template

Clarify in advance with those involved which text templates are required and what the wording should be.

Your users can use the text templates when creating the reminder note, but they can also update them in the reminder note if required.

Here's how

  1. Open the administration by clicking on Administration in the edoc workplace app drawer (9-dot menu) in the edoc contract section.

  2. Click on Manage text templates for reminder notes.

  3. Enter the text in the Create or update text template field.

  4. Click on Create to add a text template.

Update a text template

It can happen at any time that text templates need be changed over time.

Here's how

  1. Open the administration by clicking on Administration in the edoc workplace app drawer (9-dot menu) in the edoc contract section.

  2. Click on Manage text templates for reminder notes.

  3. From the Overview of existing text templates list, select the text template that you want to customize and apply the text template to the Create or update text template field by clicking on Select.

  4. Change the text of the template in the Create or update text template field.

  5. Click on Save to save the text template.

Delete a text template

You can delete text templates at any time. The text templates already used in reminder notes remain in place.

Here's how

  1. Open the administration by clicking on Administration in the edoc workplace app drawer (9-dot menu) in the edoc contract section.

  2. Click on Manage text templates for reminder notes.

  3. In the Overview of existing text templates list, click on Delete.

After you have created, edited, or deleted a text template, the Overview of existing text templates list is updated.