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Template management in the New Notebook

Templates can be created for personal use or shared across a team in order to save time and standardize research for recurring workflows such as company tear sheets, earnings write-ups or meeting notes.

 

Note Templates

Access note templates via the Create button:

Managing your templates

Note templates you’ve created or that have been shared with you will appear in your Note Template library. From here, you can access the templates available to you:

  1. Select a template to load
  2. Create a new note template
  3. Edit a template

You can only edit templates which you’ve created.

Creating a template

To create a new template:

  1. Click the New Template button.
  2. Fill out the contents of the template:

  3. Click Done to configure the template information and permissions:

    1. Template name
    2. Description
    3. Who can use the template
  4. Click Create to save the template.

Editing a template

To edit a template:

  1. Click on the Edit button.
  2. Modify the contents of the template
  3. Click on the Configure template settings button to modify the template information and permissions.
  4. Click Update to save changes.

 

Thesis Template

Access thesis templates via the Create button:

Managing your thesis templates

Thesis templates you’ve created or that have been shared with you will appear in your Note Template library. From here, you can access the templates available to you:

  1. Select the ticker/company
  2. Select a template to load
  3. Create a new thesis template
  4. Edit a template

You can only edit templates which you’ve been permissioned to edit by the creator.

Creating a new thesis template

To create a new template:

  1. Click the New Template button.
  2. Fill out the contents of the template:

  3. Click Done to configure the template information and permissions:

    1. Template name
    2. Description
    3. Who can use the template
    4. Template edit permission
  4. Click Create to save the template.

By default, thesis templates are shared with your entire team.

Editing a thesis template

To edit a template:

  1. Click on the Edit button.
  2. Modify the contents of the template
  3. Click on the Configure template settings button to modify the template information and permissions.
  4. Click Update to save changes.

 

Updated on June 29, 2022

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