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 "+ 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.
Team Templates vs Personal Templates
Team Templates
Team templates are shared across your entire organisation. When you're on the Team tab, you'll see all templates that have been shared with your team.
Key features of team templates:
Visible to all team members
Can be used by anyone to generate meeting summaries
Show who shared and last updated each template
Can be locked by admins to prevent editing
Personal Templates
Personal templates are private to you. When you're on the Personal tab, you'll see templates that only you can access.
Key features of personal templates:
Only visible to you
Not accessible by other team members
Useful for testing or creating specialised templates before sharing
Moving Templates Between Team and Personal
To make a team template private:
Open the template you want to make private
Click the option to make it private
The template will move from the Team tab to your Personal tab
To share a personal template with your team:
Open the template from your Personal tab
Click Share with team
The template will now appear in the Team tab for all team members
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.