How to Request New Templates & Iterations

Overview

The process for submitting a suggestion or template request is straightforward and managed entirely within the Beam Notes platform. Follow these four steps to submit your request to our team.

Step-by-Step Guide

Step 1: Access the Template Centre

If your role has access, you will see "Templates" listed in your Beam Notes side menu. Click there to view your organisation’s current template library.

Step 2: Choose Your Request Type

• To create a brand-new format: Click the "Request New Template" button in the top right corner (available to Template Centre Managers only).

• To update an existing format: Find the relevant template in your list and click "Request Iteration" next to it.

Step 3: Fill Out the Request Form

Once you click either option, an on-screen form will guide you through the submission process:

1. Enter Details: Fill out all relevant details regarding what you want the template to achieve.

2. Upload Documents (For New Templates): Click Next step to arrive at the file upload screen. Here, you must upload redacted sample forms or documents to show our team what you need.

   💡 Tip: A helpful guide is provided on-screen to assist you with redacting sensitive information.

3. Provide Contacts: Add the names and contact details of the specific people our team should reach out to regarding this form.

Step 4: Review and Discovery

Submitting the form automatically creates a support ticket for the templates team internally at Beam. They will review your submission and reach out to book a discovery call to finalise your template, ensuring it is perfectly optimised for your team.