How to add custom fields on a note template

Here is a quick guide to add custom fields such as client name, date of birth and note created date onto a note template.

1. Open or create a new note template in settings (go to Settings ➡ Clients and Notes ➡ Note templates).

2. Use the text tool to select an area on the template to insert the field and click to add a textbox. 

3. Select which field to add from the dropdown and click Insert. You can add multiple fields inside a textbox.

4. Save when done and the areas with { } brackets will auto-populate with the given field when creating a new note.

Name placement example: