Our latest templates include updated structures and improved formatting to help you capture client information more effectively. Here's how to add them to your workspace:
Adding new templates to your workspace
Follow these steps to access our latest templates:
Click "Templates" in the left navigation panel
Click "Add template" in the top right corner
Select "Start from an existing template"
Browse and select the template you want to add
The template will be added to your current environment
If a team member has already done this, the new templates will appear in "Team templates"
Important note about template naming
When you add a new template, it will appear with its default name. If you have older versions of templates with similar names, we recommend you:
Rename your existing templates to distinguish them from the new versions
Archive older templates you no longer need
This will help you easily identify which templates are the latest versions and prevent mix-ups when selecting templates for your meetings.
What happens next
Once added, your new template will appear in Your Templates section alongside your existing ones. You can immediately start using it for meetings or customise it further to match your specific workflow requirements.
Need assistance?
If you encounter any issues accessing the latest templates or need help organising your template library, contact our support team through the chat button or email [email protected].