Video coming soon
Creating Custom Templates
4 min watch
This video shows you three different ways to create custom templates in Scope: using AI generation, from existing notes, or building from scratch.
What You'll Learn
- Accessing the template library
- Creating a template with AI by describing what you need
- Generating a template from your existing notes
- Building a template from scratch using the editor
- Editing and saving your templates
- Setting a default template for new visits
Key Takeaways
- AI generation is the fastest way to create specialty-specific templates
- Uploading existing notes helps match your personal documentation style
- All templates are fully editable after creation
- Set your most-used template as the default to save time