Want to customize a template to better fit your workflow? Here’s how to modify a template in AutoNotes with just a few simple steps.
Start by selecting the template you want to update. Then, click on the Configuration icon to open editing options. From there, you can add additional instructions, make any necessary changes, and tailor the template to your needs.
Once you've finished making your updates, don’t forget to Save Changes so everything stays in place.
💡 Need help along the way?
The walkthrough below is a step-by-step visual guide that highlights each part of the process—and you can zoom in or out for a better view if anything's hard to see.