Navigate to the Template Collection you’d like to create a new template for. Then click + New Template.

Format the notebook entry and add any relevant protocols.

Tip: Adding dates by selecting Insert > New Day will add numbered days (Day 1, Day 2, etc.) instead of actual calendar dates. The day number can be set by clicking on each new day header. When users create entries from a template, these generic day numbers will be automatically updated based on whatever the user sets as the entry’s initial date.

When finished with formatting, click the “Information” icon on the right panel and select Update Information to update the template.

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