Creating and managing filenote templates

Filenote templates let your organisation define a standard structure for client documentation. When an adviser creates a new filenote, they can select a template to pre-fill the headings and sections, keeping documentation consistent across the team.

Creating a filenote template

Filenote templates are managed under Organisation Settings. You need to be an Organisation Admin to create or edit templates.

1. Go to Settings.
2. Open the Templates section.
3. Click New Template.
4. Give the template a name - for example, "Annual Review" or "Initial Meeting".
5. Add the sections you want included. Each section has a heading and optional placeholder text.
6. Click Save.

Editing an existing template

1. Go to Settings - Templates.
2. Click on the template you want to edit.
3. Update the name, sections, or content.
4. Click Save.

Editing a template does not affect filenotes that were already created from it.

Using a template when creating a filenote

When an adviser creates a new filenote, they can select a template from the template picker. The template's sections are loaded into the editor as a starting point. See

Using filenote templates for more detail on how advisers apply templates in their day-to-day workflow.

Tips for building templates

• Keep section headings short and clear - advisers will use them as prompts during note-taking.
• Use placeholder text to give advisers guidance on what to include in each section.
• Create separate templates for different meeting types - initial meetings, annual reviews, strategy sessions.
• Coordinate with your team before creating templates to agree on the structure that works best.