Template Centre Guide

This guide provides insight into the Magic Notes Template Centre - a tool to get the right templates in the hands of our users quicker, helping to save time with Magic Notes sooner.

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What is the Template Centre?

The Template Centre allows specific users within organisations to request, iterate, and view their templates seamlessly within Magic Notes, meaning quicker access with fewer iterations.

How does it work?

• The organisation’s ‘Template Manager’ (often the project manager): heads to the ‘Template Centre’ to see what templates they have access to, but also to request creation of new templates or iterations to existing templates.
• This creates a ticket for our Prompt Engineering team to pick up and then book the discovery call.

For those with access, you’ll see ‘Templates’ in your side menu. You can choose to ‘Request New Template’ in the top right, or ‘Request Iteration’ next to an existing template. See below.

Once you click on one of these, e.g. ‘Request New Template’, you will then be asked to fill out this form with all the relevant details AND (for new templates) redacted forms (with a guide provided here). See below.

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If you have any questions or need additional assistance with templates, please contact Magic Notes support either via emailing [e-mail] or sending a message through the ’Contact Us’ live-chat option on our website.