Creating and Editing Interview Templates

Create Interview Templates to quickly set up notes in your Interviews with common questions and formatting.

Beneath the "New Interview" button in the Interview feature, you will see "View Templates". Click that button to navigate to your templates.

Click "New Template" to create a template.

Name the template, then click "Edit Template" it to edit.

Type or paste the body of the template in the text field.

Your changes are automatically saved. Make sure you see "changes saved" in the upper right corner after your last edit.