diff --git a/docs/docs/concepts/notes.md b/docs/docs/concepts/notes.md index 463bf444e6..f7b56a9d89 100644 --- a/docs/docs/concepts/notes.md +++ b/docs/docs/concepts/notes.md @@ -96,3 +96,52 @@ To delete a note, open the actions menu in the note header and select **Delete N !!! danger "Permanent Action" Deleting a note is permanent and cannot be undone. Any images embedded in the note that are not referenced elsewhere will also be removed. + +## Note Templates + +Note templates are pre-defined notes that can be used as a starting point when adding a new note to any model instance. They allow administrators to standardize common note structures and reduce repetitive data entry. + +### Creating Notes from Templates + +When adding a new note to an object, an optional **From Template** field is available. Selecting a template pre-fills the **Title**, **Description**, and **Content** fields with the template's content. These fields can then be edited before saving. + +To create a note from a template: + +1. Navigate to the object's detail page and open the **Notes** tab +2. Click the **Add Note** button +3. In the **From Template** field, select an existing template from the dropdown +4. The **Title**, **Description**, and **Content** fields are automatically populated from the template +5. Edit any fields as needed +6. Click **Submit** to save the note + +!!! info "Template Filters" + The template dropdown only shows templates that are applicable to the current model type, plus any templates that are not restricted to a specific model type. + +### Managing Note Templates + +Note templates are managed by staff users via the **Admin Center**. + +To access note templates: + +1. Navigate to **Settings** > **Admin Center** +2. Select the **Note Templates** panel + +This panel provides the same rich-text editor interface used for regular notes. Templates created here are available to all users when adding notes across the system. + +#### Creating a Template + +1. In the **Note Templates** panel, click **Add Note Template** +2. Enter a **Title** (required) and optional **Description** +3. Optionally select a **Model Type** to restrict the template to a specific kind of object (e.g. *Part*, *Build Order*). Leave blank to make the template available for all model types +4. Click **Submit**, then edit the template content in the editor + +#### Editing a Template + +Select a template from the sidebar, then use the same edit workflow as for regular notes: click the {{ icon("pencil") }} icon, make changes, and save with {{ icon("device-floppy") }} or **Ctrl+S** / **Cmd+S**. + +#### Deleting a Template + +Open the actions menu in the template header and select **Delete Note Template**. + +!!! note + Deleting a template does not affect any notes that were previously created from it.