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Adding & Editing Notes using Micro-templates
Prepare agenda or summary, take notes and create documents within seconds
We want you to succeed. If you would like support, please email us.
Tips
- When creating Agenda or Summary, make your notes client-facing, so instead "Ask client to provide…" use "Provide us ...".
Always associate notes with a topic to keep them organized and included in the final document.
Walkthrough Link
By clicking the button below, you will be taken to Pulse360 application for a step by step walk-through.
Guide
Step 1
Select a Client and Appointment to activate Topics and Micro-templates fields.
Step 2
Start typing in the Micro-templates field to find the one you need.
Step 3
Tag "A" or "S" to add them to Agenda and Summary accordingly.
Step 4
Change the order of the notes on the same Topic by holding "Three-line" icon.
Step 5
Use inline editing to customize the note. Click Save (Shift+Enter) to apply changes.
Step 6
Delete notes, that shouldn't be added to the document.
Step 7
Create a document.
We want you to succeed. If you would like support, please email us.
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