> For the complete documentation index, see [llms.txt](https://newton-metrics.gitbook.io/newtonmetrics/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://newton-metrics.gitbook.io/newtonmetrics/modules/templates.md).

# Templates

The Templates page is your hub for managing all your summary templates. Here's what you'll find:

#### Viewing Your Templates

<div align="left"><figure><img src="/files/EPK2Zjj5r5TpFfEj4wQp" alt="" width="375"><figcaption></figcaption></figure></div>

* Each template shows its name and options for management
* Templates are listed in an easy-to-scan format
* Pull down to refresh the list at any time

#### Creating New Templates

1. Tap the plus icon (+) in the top right corner
2. Enter a descriptive name for your template
3. Write or paste your template text
4. Tap "SAVE TEMPLATE" to create

<div align="left"><figure><img src="/files/mduLe7kktm69VUv3ugtn" alt="" width="375"><figcaption></figcaption></figure></div>

Tips for creating effective templates:

* Use clear, descriptive names that indicate the template's purpose
* Structure your template text to get the kind of summary you want
* Consider different use cases when writing your template

#### Editing Templates

To modify an existing template:

1. Tap the template you want to edit
2. Update the template name and/or text
3. Tap "UPDATE TEMPLATE" to save changes

<div align="left"><figure><img src="/files/dH6GnqIXO3zi5IsbXPdM" alt="" width="375"><figcaption></figcaption></figure></div>

#### Managing Templates

You can:

* Edit any template by tapping on it
* Delete templates by using the delete option
* Create new templates any time with the + button
* Pull down to refresh your template list

#### Template Safety

Before deleting a template:

* You'll see a confirmation dialog
* Double-check you're deleting the right template
* Remember that deletion cannot be undone

### Creating and Editing Templates

When creating or editing a template:

#### Template Name

* Choose a clear, descriptive name
* The name will appear in the summary dropdown menu
* Make it easy to identify the template's purpose

#### Template Text Formatting

Our template system uses specific formatting rules to help you create clear, consistent summaries. Here's how to format your templates:

**Basic Elements**

1. **Headers**
   * Use plain text for section headers
   * They'll match your document style automatically
   * Example: `Patient Details`
2. **Dynamic Fields**
   * Use square brackets \[ ] for fields that need to be filled in
   * Perfect for variable information
   * Example: `[Enter patient age]`
3. **Static Text**
   * Use quotation marks " " for exact text
   * Text will appear exactly as written
   * Example: `"Date of examination:"`
4. **Conditional Content**
   * Use round brackets ( ) for optional sections
   * Great for special instructions or conditions
   * Example: `(Include only if lab results are available)`
5. **Objective Data**
   * Use {objective\_data} to insert app test results
   * Will automatically include force, ROM, cognition, exercises, etc.
   * Example: `{objective_data}`

**Template Structure Tips**

* Organize your template with clear sections
* Use headers to break up different parts
* Include specific instructions where needed
* Consider including:
  * Key points to focus on
  * Specific aspects to analyze
  * Format preferences
  * Level of detail needed

#### Tips for Success

* Test your templates with different types of recordings
* Update templates as your needs change
* Keep template instructions clear and specific
* Use the info button (ℹ️) for additional guidance