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Creating Entry Templates

Overview

L7 Notebooks serves as a customizable document editor of L7|ESP. Notebooks can be used for any kind of organizational grouping intended, such as a collection of projects, a set of a person’s data, a month of journals, etc. These Notebooks each consist of Entries, which are the individual items of whatever the Notebook grouping represents. For consistent, unified formatting between Entries, you can create Entry Templates.

Managing Templates

From the Templates landing page you will see a list of all existing Templates you are the owner of and that are public.

The Templates tab can be used to view a list of existing Entry Templates, search through, filter, manage and create new Entry Templates, if needed. Entry Templates are used to create Entries using a pre-defined, consistent format to keep the structure standardized and to avoid duplication of effort in Entry creation.

The History tab on this page displays the audit trail of user activity on the Templates page for all updates to Templates.

SU1 - Templates.png

Creating Templates From Scratch

Procedure

  1. Go to the Templates page

  2. Click + New Template

  3. Enter a Name

  4. Optionally provide a Description and Tags

  5. Set the Profile as Private (only available to the Template owner) or Public (available to all users)

  6. Save

Note

Profile settings (private/public) can be changed from the Template Details panel.

SU2 - New Template.png

Adding and Moving Widgets

New Templates will have a blank page, simply drag and drop any of the widgets from the Widgets Palette onto the page. Widgets can be easily moved around to create the desired layout, hover the cursor over the far left side of the widget to activate the widget’s move panel.

To learn more about using widgets, see Creating Entries and Using Widgets.

SU3 - Template Details.png

Creating Templates From Existing Entries

Any existing Entry can be used to create a Template.

Procedure

  1. Go to an existing Entry’s page

  2. Click the arrow next to Save

  3. Click Save as Template

  4. Enter a Name

  5. Optionally provide a Description and Tags

  6. Set the Profile as Private (only available to the Template owner) or Public (available to all users)

  7. Save

NB-Save As Template-3.3.png
NB-Save As Template Modal-3.3.png