Help and guides

Edit a template

Customise templates using the AI editing bar, or edit fields manually.

1. Open Template library

Open Template library, then select the template you want to edit.

2. Edit using the AI editing bar: describe your changes in plain English

The easiest way to make changes is to describe what you want to update in plain English, and Dentascribe will make the changes for you. After making the edits you want, click Save to apply your changes.

3. Or edit manually

If you only want to add or remove one or two options on a line, or change the wording, you might find it easier to edit the template manually. After you click Save, Dentascribe processes your template and fixes potential formatting or spelling errors to keep your templates clean and professional.

Questions

What types of changes can the AI editing bar make?

You can ask the AI editing bar to make most changes, including adding and removing sections, reordering fields, and adding clickable options. If the AI can't make the change you want, it'll let you know, and you can always edit the template manually.

Why does it take a few seconds to save changes?

After you click Save, Dentascribe processes your template and fixes potential formatting or spelling errors to keep your templates clean and professional.

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