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Edit Templates

Edit an existing template

Julia avatar
Written by Julia
Updated over a week ago

It's easy to edit templates in Fellow without having to navigate to a completely different part of the app . Depending if you are just looking at the overall meeting view or a specific meeting, here are 3 ways to edit your template:

Steps to edit from the Template Section

  1. Navigate to the main template section by clicking on your face/company logo in the top left hand corner of your screen.

  2. Find the template that you would like to edit. Then hover over that template card and click on the three dots in the upper right hand corner. Select Edit template from the drop down.

  3. This will open up an editable version of your template. Make any changes that you would like and be sure to save using the Save template button in the upper right hand corner.

Steps to edit from Meeting Settings

  1. Visit the meeting note that has the template you would like to edit. Then click the lightning bolt icon.

  2. In Settings, you'll see the template that has been set as the default for that note. Click Edit this template

  3. This will open up an editable version of your template. Make any changes that you would like and be sure to save using the Save template button in the upper right hand corner.

Steps to edit from within a note

  1. When going to apply a template through the three dots in the upper right hand corner --> Apply template, you might want to edit the template before it is applied.

  2. In the Browse template window, hover over the template you would like to edit and click Preview.

  3. Then click on the Edit button in the bottom right hand corner.

  4. This will open up an editable version of your template. Make any changes that you would like and be sure to save using the Save template button in the bottom right hand corner.


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