Template Features

Template features allow you to save frequently used document structures and quickly apply them when creating new documents.
Dramatically improve the efficiency of creating standardized documents like meeting minutes, specifications, and daily reports.

What are Template Features

Template Concepts

  • Document Templates: Save frequently used document structures
  • Reusability: Can be applied to new documents repeatedly
  • Customization: Content can be freely edited and updated
  • Category Management: Organize and manage by type

Template Benefits

  • Time Saving: Reduce the effort of entering the same structure repeatedly
  • Consistency: Unify document formats within teams
  • Quality Improvement: Prevent omissions and oversights
  • Standardization: Standardize business processes

Accessing Template Management Screen

Access from Settings Screen

  1. Click the settings button
  2. Select the "Template Management" section
  3. Template list will be displayed

Creating Templates

Creating New Templates

Steps

  1. Access template management in settings screen
  2. Click "New Template" button
  3. Enter template information:
  • Name: Clear and understandable template name
  • Description: Purpose of the template
  • Content: Create template content in Markdown format
  1. Complete template creation with "Save" button

Using Templates

Using Templates

When Creating New Documents

  1. Select a template in the information panel on the right side of the document editing screen
  2. The selected template content will be applied to the document
  3. Edit content and save

🛠️ Template Management

Editing Templates

Updating Content

  1. Select the template you want to edit from the template list
  2. Click the "Edit" button
  3. Modify content
  4. Complete update with "Save" button

Changing Template Information

  • Name Change: Update to a more understandable name
  • Description Addition: Add usage notes and precautions
  • Category Change: Move to a more appropriate category

Deleting Templates

Deletion Steps

  1. Select the template you want to delete from the template list
  2. Click the "Delete" button
  3. Select "Delete" in the confirmation dialog

Notes

• Deletion is irreversible: Once deleted, templates cannot be recovered
• Usage status check: Documents created from that template are not affected

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