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Then, in the top right, click Use this Template. You must click the shared link you were sent to open the template (just as with any Box Note). To use a custom template to which you have received a shared link: Templates sent via shared link do not display in the Custom tab of the Template Picker. If you cannot find a template that you believe you should have access to, verify that you are a collaborator in the template itself or in the folder in which the template is located.Īlternatively, you can open the template that you want to use (just as with any Box Note), then, in the top right, click Use this Template.Ī new Box Note is created using the template you have opened. A new note is created using the selected template.

Select a template from the list and click Create.

Any custom templates accessible to you display in this list.

To use a custom template that you have created or in which you are a collaborator: This creates a new note that uses template you selected.

Select a template under the Default tab.

This creates the new note in your currently active folder.ĭefault Templates To use one of the default templates provided by Box:

In the dropdown list that displays, click Box Note from Template.

In the Box Web App, on the Files page, click New.

To create a new Box Note from a template in the folder in which you are currently active: Typically the label of this folder is My Box Notes. This creates the new note in your default Box Notes folder.

In the dropdown list that displays, click Note from Template.

In the Box Notes side navigation, next to the New button, click the arrow.

To create a new Box Note from a template in your default Box Notes folder:

You can create a new Box Note from an existing template either in a default Box Notes folder or in the folder in which you are currently active. Custom Templates sent to you via shared link.Custom Templates in which you are a collaborator.

SAVE TEMPLATE CONTROLLER EDITOR FREE

This is useful when you need to create a Box Note using a standard format or structure such as meeting agendas, project plans, or calendars.Ĭurrently, this feature is not available to free Box accounts. You can choose from a set of default templates, or use custom templates that you or your team has created.

Templates enable you to quickly create a Box Note using pre-populated content.

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