Create a note from a note template

About this task

You can use a template to create a note.

Procedure

  1. In PolicyCenter, choose Actions > New Note.
  2. In the Note worksheet, click Use Note Template.
  3. In the Pick Note Template screen, optionally select template attributes to limit the search, and then click Search.

    The search returns a list of templates matching your search criteria, or all templates if you enter no criteria.

  4. Click Select to choose the template to use for creating the note.

    After you select a template, the template’s attributes and text populate the Note worksheet.

  5. Change any information added by the template and edit other fields and body text as needed.
  6. Click Update when you are finished.