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Saved Sections

Reuse sections between templates to ensure consistency across notes

David de Matheu avatar
Written by David de Matheu
Updated this week

With VetRec’s robust Template Builder, you can no longer worry about making the same section over and over again; use our Saved Sections instead! The days of copy pasting instructions are in the past!

Adding a Saved Section

Hover over the section you want to save:

  • In the “Advanced” menu, select “Save Section”

  • Verify your entries are the correct type

  • You may give your saved section a nickname for easier visibility. It will default to the section name.

  • Click save once you are done.

It will be saved on the right as so:

Using a Saved Section

Simply drag your saved section into the template builder! Your saved sections will be available across all templates.

Editing a Saved Section

Hover over the saved section you want to edit:

  • Click the pencil icon

  • You may freely edit the contents of your section here.

  • Click save once you have made all your changes!

Deleting a Saved Section

Simply click on the delete icon. NOTE: Deleting a Saved Section is permanent! Please double check before you delete.

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