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Adding & Editing Micro-templates

Personalize your experience and adjust notes to fit your style

We want you to succeed. If you would like support, please email us.
Email: support@pulse360.com

Tips

  • Instead of typing the same text over and over again, create Micro-templates and customize each document in a few seconds.
  • You can add flexible fields as well as format text to fit your style.

  • Always associate Micro-templates with the topic to keep them organized and included in the final document.

  • When creating Agenda or Summary, make your Micro-templates client-facing, so instead "Ask client to provide…" use "Provide us ...".

Walkthrough Link

By clicking the button below, you will be taken to Pulse360 application for a step by step walk-through.
Add a New Topic Walk-through

Guide

Step 1

Select a Client and Appointment to activate Topics and Micro-templates fields.

Step 2

Click on the "Plus sign" next to Micro-templates field. You can add flexible data field using two curly brackets, i.e., {{amount}}, {{company name}}, etc. 

Step 3

Choose a Topic for each Micro-template to keep them organized and included in the Document. 

Step 4

Click "Add for Multi-use". You will be asked to fill out the flexible field each time you use this Micro-template. 

Step 5

You can edit ("Pencil" icon) or delete ("Trash bin" icon) any existing Micro-template. 
We want you to succeed. If you would like support, please email us.
Email: support@pulse360.com

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