This article explains how to create and manage AutoNote™ collections within BestNotes templates, including adding them to a template's collection list and inserting them into specific locations.

Permissions Required

No specific BestNotes permissions are required.

Creating an AutoNote™ Collection

Creating a New Collection

  1. Click on the Create New Collection link at the bottom right side of the template editor.

  1. Type a name for the new collection (it will be automatically capitalized).

Screenshot showing the 'Create New Collection' link.

  1. Click Save.

Add to List

The created AutoNote™ collection will appear at the bottom of the Collection Library list. Click to highlight your collection, then click Add to List. This will move the collection to the AutoNote™ Collection list, which displays the list of collections available in the current template.

Creating a Collection Flow

When creating the list of AutoNote™ collections within a template, be sure to organize them in the order that they appear in the template by highlighting each AutoNote™ and clicking the Up and Down buttons to move them to the correct location.

Screenshot showing how to reorder collections in the flow.

Insert Collection into Template

To insert a collection into a template, either:

  • Type the collection name within square brackets at the location where the AutoNote™ is to be inserted.

    • Screenshot showing how to add a collection to the list.

OR

  1. In the template, position the cursor in the location the AutoNote™ should appear.
  2. Highlight which AutoNote™ should be inserted in AutoNote™ Collections.
  3. Click the Insert at Cursor button.

Next Steps

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