(Dansk version)

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Overview

To save your time, DocuNote provides some templates that help you create your documents and other items efficiently and quickly. A template may contain repeated text, graphics, value placeholders, page setup and layout information, etc. Starting with a template, you can create a new document (Documents - Creating document) and edit it according to your needs.

<aside> ⚠️ Please note:

• Template folders are invisible for the users without respective permissions.
• Learn more on Template roles manual page. </aside>

The DocuNote application includes the following templates:

• Blank templates - The quick templates available to everyone reside here. For details, see Blank templates.
• Document emplates - Where you can organize the document templates into folders. Unlike Blank templates, the Document templates could be secured with appropriate permissions. For details, see Document templates.
• E-mail templates - You can upload here your e-mail MS Outlook templates in MSG format. For details, see Using e-mail templates
• Meeting requests - Lets you create the meeting requests in MS Outlook by merging data from DocuNote. For details, see Meeting requests
• Tasks (Outlook) - Lets you generate Outlook tasks in MS Outlook by merging data from DocuNote. For details, see Outlook tasks
• Phrases - Allows you to generate phrases to use in documents. For details, see Phrase library - adm.
• Report templates - Allows you to create case reports. For details, see Cases - Reports
• Media folder templates - Allows you to generate reports on media folders. For details, see Media folder templates

<aside> 💡 Tip:

Right-clicking the header bar allows you to switch between Details and List views. Alternatively, you can define a default view by configuring (Explorer settings).

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