How to create/customize chart templates | Scribe

    How to create/customize chart templates

    • Alejandro Otero |
    • 9 steps |
    • 2 minutes
    1
    Navigate to [https://companyon.app/home](https://companyon.app/home)
    2
    Head to your admin menu located at the right top of your screen.
    3
    Click on "Templates"
    4
    Here you will find a list of the default templates already available for you. If you wish to customize/edit any of them, you can do so, by clicking on the pencil icon.
    5
    If you want to create a new template, just click on "Create Dynamic Form"
    6
    Our form builder allows you to drag any component on the right and drag it to the blank template on the left. Helping you create the template you need.
    7
    Once you have added all components to your blank template, you are now able to name your new template and click on each component to label them as needed.
    8
    Once a new template is created, it would be automatically available as part of your entry templates in all your client case files.
    9
    That's it! you can now select the template you need and start recording care.