How do I use a custom template in a note?

Here's how you can use a custom template in a note. 

Note: This article assumes you have already built a custom note template.

1. You can use the ''Shortcuts'' menu by selecting the chart and clicking on ''Chart dashboard'' from the ''Go to'' dropdown.

2. Go to "Compose Note" from the "Entries" drop-down.

3. You can choose a note template from the "Select new" drop-down.

To see what the note looks like after you've signed it, check out this article.

If you have any questions, please contact us.