Preview Duplicate Archive Templates
Maintain templates from row actions.
Use template row actions to preview, duplicate, archive, restore, or delete reusable content.
Who does this: Clinic administrators.
Steps
Open Settings.
Open Templates.
Choose Forms, Consent Templates, Chart Note Templates, or Intake Packets.
Find the row you want to maintain.
Select Preview to review the content.
Select Duplicate if you want a copy to edit safely.
Select Archive to remove the item from active use.
Use Archived and select Restore if the item should become available again.
The template library shows the updated item status.
Common pitfall: Delete only when you are sure the item is no longer needed.
Troubleshooting
The row action is missing. Confirm you are allowed to manage the template library.
An archived item is still needed. Switch the status filter to Archived, then use Restore.
Related
- Before this: Manage Form Library
- After this: Create Intake Packets
- Instead: Create Chart Note Templates
Need help? Contact your administrator or reach out to support.