C h a p t e r F i v e - U s i n g C a t e g o r i e s & Te m p l a t e s
U s i n g N o t e Ta k e r, v e r s i o n 2 . 1
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Create Templates for Quick "Form" Entry
To enter repetitive, form-like information, use templates. Say you want to build an inventory of
personal assets for your insurance records, entering a name, value, picture, and so on for each
asset. Create a template that includes an outline entry for each piece of information. Then add
assets by inserting copies of the template in your outline, and the entries are all set up for you
to begin entering content.
1
Build your template on any outline page--add entries and format them however you like.
Drag pictures from the Finder. Assign categories to entries you want to later index or
summarize.
2
Select the entries in your template and open the NoteTaker Tools panel to the
Templates tab (choose Tools > Templates). Click New in the panel to save the new
template, then type a name for it in the panel.
WHAT ELSE?
If you insert a template containing pictures from a remote notebook, inserted pictures might not always
appear. See the next page for details.
Tools Icon
Opens the Tools panel
where you can create
templates
Assign categories to entries you
want to later index or summarize
Add entries, just as you want them to
appear when you insert the template
in an outline
Include pictures and indenting
Type and format text that you
want to appear when you insert
the template
Clicking New creates a template
from selected entries
Type a name for the template,
here