Create an Auto Template

You can store a list of predefined shortcuts in the Auto Template manager. 

The shortcuts automatically expand to the full description when the enter key or the space bar is hit.  

The Auto Templates are specific to each individual user but can be shared with other users.

Auto Templates of one user are not visible to any other user unless they are shared.

From the main menu click on Resources> Auto Templates to display the Auto Template Grid.

You can add, edit or delete a Template but you can't edit Shortcut values.

You cannot have two shortcuts that are the same. 

Delete a template by selecting the row and clicking delete. 

Click on Add to add a Template

Create a template, give it a shortcut name then save it. It will then be recorded in the first row of the grid.

Make sure you save your changes before closing the form. For more information on grids please see working with grids.

A document containing datafield entries can be stored as a template but only if it is saved in RTF.

The template will automatically display when the shortcut is typed into the notes and the spacebar or enter key is hit.

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