This is currently available to all tiers except Enterprise. A separate roll-out for Enterprise customers will arrive in due course.
Get started by simply describing what you need, using one of our suggestions or uploading an example - Head will create a template for you. Edit via the example view or by asking Head, with instant previews of your changes and version control.
Creating a new template
From the template library, press the "Create template" button. From here, you can:
1. Present to Head what you want to create
From the templates page, press "Create template". In the chat box, you can describe to Head what type of output you are looking to create. Head will create a reusable template with a structure for your output to follow.
2. Upload example notes
Press the paperclip icon to attach example notes you like, and Head will create an underlying structure to create a similar output in future sessions.
Aksepterte filtyper:
.doc, .docx, .pdf
Ikke akseptert:
regneark (csv, xml), .txt-filer
.png, .jpg
Edit template
You can customise any Head template to suit your needs. Simply press the edit icon from the template library, or from the template selection modal.
There are several ways you can edit a template on Head.
1. Ask Head to make changes
Using the textbox under the template, you can use natural language to describe what you would like Head to change about the template, for example "I want the plan to be an issues based numbered list".
2. Edit the example note
Head 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 Head will automatically update the underlying structure to reflect your changes.
3. Edit the structure directly
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 Head where content should go, and any rules that apply to the template. Keep in mind, Head will automatically update this structure for you when you edit the example note or ask Head.
Version Control
Every time you make a change to your template, such as sending a chat prompt, or making changes to the example, Head 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.
Template Settings
You can adjust your template's visibility settings to determine whether it's shared with your team, the wider Head 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.
Tips for suksess
Ask Head: You can Ask Head what you would like to change about your template and continue prompting further changes until you are satisfied with your template.
Edit old templates: You can keep using your existing templates and use the new editor to improve them. Previous versions will be safely stored within your version control if you need to revert.
frequently Asked Questions
Q: Do I need to learn syntax?
A: No! You no longer need to understand any syntax to customise templates on Head. However, you still have the option to edit the structure directly with syntax if you prefer.
Q: Can I use my existing templates?
svar: ja! 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?
svar: ja! It works with all languages supported by Head.
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 Head 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: Head 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.
Det finnes trenger hjelp?
If you are having trouble with your templates don't hesitate to reach out to our support team. vi er her for å hjelpe deg med å opprette de perfekte dokumentasjonsmaler for din praksis.
perfekt dokumentasjon gjort enkelt med heidi. opprett nøyaktig hva du trenger, nøyaktig som du ønsker det.







