Open Tali in the web application and log into your account
2. Open Templates. This can be found on the left Navigation Menu.
3. Select Add template
4. In the text field, enter the title of your template. E.G. "PHQ-9 Note"
5. Tali will generate a sample template as shown below. Feel free to delete this sample and enter your own custom template in the text box. Ensure that the formatting here is maintained.
6. Update the Template title by selecting Untitled Template and typing your preferred template title.
7. Select Save template in the bottom right hand corner to add your new customer template to your templates.
TIP: You can also check the Set as default template checkbox if you'd like this to be your default template.
