> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Record system templates

Build a library of text and image templates to speed up clinical record creation — attach them to procedures, notes and prescriptions with a single click.

| 📍 **Where to find this:** Templates → Record → Text or Image

## ✅ What you can do

* Create text templates for procedures and notes
* Create image templates with uploaded images
* Search, sort, edit, activate/deactivate and delete templates
* Sync text templates from the system

## 📝 Text templates

### Add a text template

1. Click **Templates** in the left navigation menu.
2. Click **Record** → **Text**.

![Text Template Submenu](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_wj8dd8.png)

3. Click the **Add** button.
4. Enter the required information.
5. Click **Submit**.

### Search & sort text templates

* Use the **Search** bar to find a template by name or keyword.
* Use the **Recently Added** dropdown to sort by:
* Recently Added, Alphabetical Order or Active/Inactive.

### Manage text templates

| Action | How to do it |
| ---- |
| **Edit** | Click the Edit icon to modify the template |
| **Activate/Deactivate** | Toggle the status to enable or disable the template |
| **Delete** | Click the Delete icon to remove permanently |
| **Sync** | Click the Sync button to sync text templates from the system |

![Text Templates List](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_1wj9osz.png =650x338)

![Add Template](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_l2voa0.png =650x441)

## 🖼️ Image templates

### Add an image template

1. Click **Templates** in the left navigation menu.
2. Click **Record** → **Image**.

![Image Template Submenu](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_ax0rmw.png)

3. Click the **Add** button.
4. Enter the required information and upload an image.
5. Click **Submit**.

### Manage image templates

| Action | How to do it |
| ---- |
| **Edit** | Click the Edit icon to modify the image template |
| **Activate/Deactivate** | Toggle the status to enable or disable the template |
| **Delete** | Click the Delete icon to remove permanently |

![Image Template List](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_12q1ik8.png =650x338)

![Add Template](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/image_rqvgcb.png =650x357)

| 💡 Text and image templates can be attached when creating a procedure — see [Track procedures & treatments](https://help.meridiq.com/en/article/track-procedures-treatments-e26fug/) — or when adding a note — see [Add notes & upload files](https://help.meridiq.com/en/article/add-notes-upload-files-12ippg6/).