Using note templates can save you valuable time and effort during your meeting preparation process.

Create a template

Create a new template by selecting New Template from the overflow menu on the upper-right hand corner of the application.

Insert a template

  1. Select a meeting from your meeting list and open the notes panel
  2. Select the template you want to use from the Insert Template dropdown in the formatting controls of the notes editorĀ 

Edit and manage existing templates

Edit and/or manage your templates by selecting View All from the Insert Template dropdown or by selecting Templates from the overflow menu on the upper-right hand corner of the app.

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