Creating and Editing Templates

This release is currently in beta and will be gradually rolled out to all users soon.

Get started by simply describing what you need, using one of our suggestions or uploading an example - Heidi will create a template for you. Edit via the example view or by asking Heidi, with instant previews of your changes and version control.

From the template library, press the “Create template” button. From here, you can:

From the templates page, press “Create template”. In the chat box, you can describe to Heidi what type of output you are looking to create. Heidi will create a reusable template with a structure for your output to follow.

Press the paperclip icon to attach example notes you like, and Heidi will create an underlying structure to create a similar output in future sessions.

Accepted files types:

Unaccepted:

You can customise any Heidi template to suit your needs. Simply press the edit icon from the template library, or from the template selection modal.

Using the textbox under the template, you can use natural language to describe what you would like Heidi to change about the template, for example “I want the plan to be an issues based numbered list”.

Heidi will generate an example note with a demo transcript. You can edit this example note directly, just like you would a real note in a session, and Heidi will automatically update the underlying structure to reflect your changes.

From the structure tab, you can make direct changes to the underlying syntax that controls your template. This requires using special syntax to specify to Heidi where content should go, and any rules that apply to the template. Keep in mind, Heidi will automatically update this structure for you when you edit the example note or ask Heidi.

Every time you make a change to your template, such as sending a chat prompt, or making changes to the example, Heidi will create a new version of it. If you are unhappy with the changes made, you can easily revert back to a previous version by selecting it from the version list in the top right. When you press “Save & exit” , whichever version you currently have selected will be saved.

You can adjust your template's visibility settings to determine whether it's shared with your team, the wider Heidi community, or kept private. You can also choose whether it's a note or document template to help you find it easily in your session workflows.

To have your template generate automatically after you stop transcribing a session, set it as your default template.

Q: Do I need to learn syntax?

A: No! You no longer need to understand any syntax to customise templates on Heidi. However, you still have the option to edit the structure directly with syntax if you prefer.

Q: Can I use my existing templates?

A: Yes! Your existing templates work exactly the same even with this new editing and template creation interface

Q: Does this template editor work in all languages?

A: Yes! It works with all languages supported by Heidi.

Q: How long are versions stored for?

A: Currently, versions are stored indefinitely.

Q: I created a template from an uploaded note, but the example note looks different

A: This is because Heidi first generates a structure based on your note, then recreates a new example using a demo transcript. This creates a more accurate reflection of how your template will behave in a session.

Q: Why do i have to wait for my template to load?

A: Heidi is working hard in the background to update the structure of your template and the corresponding example note whenever you make changes. This can take some time, but makes creating your perfect template far easier, and creates more reliable templates.

If you are having trouble with your templates don't hesitate to reach out to our support team. We're here to help you create the perfect documentation templates for your practice.

Perfect documentation made simple with Heidi. Create exactly what you need, exactly how you want it.