A notebook template provides a convenient way for researchers to begin their notebook with the sections and boilerplate content needed in your organization. Different types of notebooks for different purposes can be started from customized templates, making it more likely that final work meets the reviewers expectations.
Create New Template
To create a new template from scratch, click
Templates on the main menu under
Notebooks. You can also select
Manage > Templates from the
Notebooks Dashboard.
Click
Create New Template.
Check the
Sharing box if you want to create a
Team Template, shared with other users in your lab.
Click
Edit Template to begin adding the starter content you want the template to contain.
Give your template a unique name so that you can locate it later. The default name, "New Template" includes a
> Rename option.
Continue in template edit mode to add the content you want to be included in your template. Learn about creating, naming, populating, and arranging Entry panels in this topic:
Create a Notebook.
Any references, attachments, and fields you include in the template will be available in any notebooks created from it. Notebook creators will be able to edit the content, so for example, you might include in a template directions for completing a "Conclusions" section, which the individual notebook creator would replace with their actual conclusions.
As you edit the template, saving is continuous. When you are finished making changes, click
Lock Template to save this version.
Team Templates
To share your template with your team, check the
Share this template with team members box. Team templates will be shown on a separate tab to all team members, and indicated with the
icon.
Create Template from Notebook
You can also create a new template from an existing notebook. The template will include entry content, attachments, fields, and references for repeat use in other notebooks.
Open the notebook, the
menu next to the title, then click
Save As Template.
Give the template a name, check the sharing box if you want to share this template with team members, then click
Yes, Save Template.
Create Template from Another Template
While editing a template, you can use the contents to create a new template by selecting
Save As Template from the template name
menu.
When you save the new template, you decide whether it is private or shared. The sharing setting for the new one does not need to match the source template.
Create Notebook from Template
To create a new notebook from a template, you have two options.
Starting from the template, click
New Notebook From Template.
You can also start from the Notebook dashboard by clicking
Create New Notebook. In the first panel, under
Notebook Template, click
Browse Templates.
In the popup, locate the template you want to use. Team templates are indicated with the
icon.
Proceed to customize and populate your notebook. Note that once a notebook has been created, you cannot retroactively "apply" a template to it. Further, there is no ongoing connection between the template you use and the notebook. If the template is edited later, the notebook will not pick up those changes. Likewise, if the template is deleted, the notebook is unaffected.
Create a Notebook from Another Notebook
You can create a new notebook from an existing notebook by selecting
Copy Notebook from the
menu next to the name. Copying a notebook will include the value of any custom fields, where using a template does not preserve those values.
Give your new notebook a name, select a project (the project of the one you copied is the default), and click
Yes, Copy Notebook to create the new one.
Manage Templates
Open the Template Dashboard by selecting
Templates from the main menu. You can also select
Manage > Templates from the Notebook Dashboard.
- My Templates lists the templates you have created, whether they are shared with the team or not.
- Team Templates lists templates created by other team members and shared with you.
Click the name of any template to open it. You can use the
omnibox to search, filter, and sort longer lists of templates.
Delete Templates
To delete a template, select it on the template dashboard and click
Delete. You may delete templates from which notebooks were created; those derived notebooks will be unaffected.
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