> ## 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

> Create reusable note templates with pre-written content for consistent documentation.

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.

## 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.

## Create a note template

<Steps>
  <Step title="Go to note template settings">
    Go to **Settings** → **Data customizations** → **Note templates**.
  </Step>

  <Step title="Select the scope">
    Choose the **Company** tab for a company-wide template, or a book tab for a book-specific template.
  </Step>

  <Step title="Click New note template" />

  <Step title="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)
  </Step>

  <Step title="Save the template" />
</Steps>

## Edit a note template

Click a template in the list to open the editor. Make your changes and save.

<Note>
  Non-admins can view company-wide templates but cannot edit or delete them.
</Note>

## 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.

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="Where do I apply a note template?">
    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.
  </Accordion>

  <Accordion title="Can I edit a note after applying a template?">
    Yes. Applying a template pre-fills the note content, but you can edit it freely before or after saving.
  </Accordion>

  <Accordion title="Do changes to a template affect existing notes?">
    No. Editing a template only affects notes created from it in the future. Existing notes keep their content unchanged.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Note labels" icon="tags" href="/account-settings/customization/labels-and-tags">
    Organize notes with color-coded labels
  </Card>

  <Card title="Email templates" icon="mail" href="/account-settings/customization/email-templates">
    Create reusable email templates
  </Card>
</CardGroup>