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    How to add a description to a template

    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.

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    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.

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