A template decides what the draft looks like: its sections, its tone and its language. Teams that write different kinds of reports keep one template for each.
On the web (admins)
- Open Settings, then Reports.
- Select New template. Give it a Name and choose Start from: Propel’s standard report or a copy of an existing template. Select Create template.
- Set it up, panel by panel:
- Report language: the languages this template writes in.
- Who can use this template: Everyone on the team or Selected members.
- Automatically choose this template: pick Statuses and Categories. Places with those are drafted with this template.
- How Propel writes: Report title, Writes as, Tone, Writing for and Always remember.
- Sections: Add section, then Section title, What goes here and Paragraph, List or Table.
- What goes in the PDF: switches for what prints.
- Use Preview with a past visit and Generate preview to test it.
- Select Save changes. Use Set as default for the template most visits should use.
Good to know
- Up to 5 templates per team and 20 sections per template.
- Templates are chosen by place status or category, not by visit type or by client.
- Members can view templates but only admins can change them.
- To delete one, open it and use Delete template under Default and delete.
Still need help?
Write to the PropelMapper team or book a call, and a person who builds the product will answer.