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Documentation Index

Fetch the complete documentation index at: https://docs.slant.app/llms.txt

Use this file to discover all available pages before exploring further.

Note templates let you define standardized note formats that your team can apply when creating notes. Each template includes a name and rich text content.

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Company-wide vs book-specific

  • Company templates are available across all books. Only admins can create, edit, or delete them.
  • Book templates are available only in a specific book. Any user can manage book-level templates.
Use the Company and book name tabs at the top of the page to switch between scopes.

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Create a note template

1

Go to note template settings

Go to Settings → Data customizations → Note templates.
2

Select the scope

Choose the Company tab for a company-wide template, or a book tab for a book-specific template.
3

Click New note template

4

Fill in the template

  • Name — an internal label to identify the template
  • Content — the note body (supports rich text formatting with headings, lists, tables, and links)
5

Save the template

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Edit a note template

Click a template in the list to open the editor. Make your changes and save.
Non-admins can view company-wide templates but cannot edit or delete them.

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Clone a note template

Click the clone action on a template to create a copy. When cloning, you can choose a target book or keep it at the company level.

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Delete a note template

Click the delete action on a template and confirm. Deleting a template does not affect notes that were already created using it.

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FAQ

When creating a new note on a household, click the template icon to choose from available templates. The note content is pre-filled with the template’s text.
Yes. Applying a template pre-fills the note content, but you can edit it freely before or after saving.
No. Editing a template only affects notes created from it in the future. Existing notes keep their content unchanged.

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Next steps

Note labels

Organize notes with color-coded labels

Email templates

Create reusable email templates