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Status Shipped
Categories Notes
Created by Sarah Moisan-Thomas
Created on Oct 23, 2023

Create a new document with template from a link

Who would benefit?

Helps end users find and use standardized templates more easily

What impact would it make?

Increases standardization of custom templates across teams

How should it work?

Ability to add a button/link that creates a new document and automatically adds a specified note or whiteboard template

    Nov 17, 2023

    You can now add a link that will create a new document with a specified template. To create this link, go to the Notebooks tab in your workspace and open the template gallery. Then, right-click on the Use template button and select Copy Link Address.

    When users follow that link in the future, they will be prompted to create a new document in that workspace with your desired template.

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  • Admin
    Sarah Moisan-Thomas
    Apr 10, 2024

    Here are the steps to try this out:

    1. Navigate to the Knowledge tab

    2. Click the blue Add button > Select Use a template

    3. Find your desired template and right-click on the Use template button, then select Copy link

    4. Finally, paste that link in another document or record. When users click that link, they will be prompted to create a new document using your selected template!

    Let us know how it goes, and feel free to submit a new idea if there are enhancements to this process that you would like to see in the future!

  • Guest
    Apr 10, 2024

    I'm not clear on how this works...are there further instructions?

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