Add a description to a template

How to add a description to a template

Changes made won’t affect ongoing processes

Note that any change you make to a template won’t affect any ongoing process that depends on it. When you make changes to a template - it only affects the next process that launches from that template. This ensures the integrity and consistency of processes that were already launched in the past.

To add a description to any template - select the Edit view within the template editor, and click on the step you want to edit. Look for the Description drawer.

If it’s a procedure template - you would need to click on a step in order to edit the description. If it’s a document template - you will see the entire document template immediately in the Edit mode of the template editor.

You’ll see a description text box on the menu, so just type in your new description. We save your changes in the background.

Pasting content from web applications will result in changes to the content

If you try to copy/paste content from apps like Microsoft Word or Google Docs into the rich text editor , the formatting may not be preserved. This is because our rich editor does not inherit styling settings from the original app you pasted the content from.

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Users can add descriptions to templates by selecting Edit view clicking on steps and entering text in the description box where changes will only impact future processes launched from that template.

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