# Adding a Template to a Document

To add a template to a Note, use the following steps:

1. From the Notes tab, create a new note by clicking on New Note.

2. Complete the Progress Note Properties dialog.

3. Select OK.

The Progress Note Properties dialog will close and the Templates Drawer will appear above the Reminder Drawer.

4. Select the Templates drawer.

The available templates will appear.

5. Select the template that you would like to use (click the + to expand a heading).

6. Drag the template into the detail area of the note

-or-

double click on the template

-or-

right-click on the template and select Insert Template.

Related topics

Creating Personal Document Templates

Creating Shared Document Templates

Generating a Template from a TIU Object or Note Title

Editing Document Templates

Copying Document Templates

Searching for Document Templates

Deleting Document Templates