A form note template provides a convenient means of creating standard text that can be used in a large number of form notes, each of which can then be edited specifically as required.
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Click Actions > Form Note Templates.
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Click New to open the New Form Note Template dialog box.
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Enter the following template definitions:
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From the Form list, select Form No. 1 (Control Valve).
The text Control Valve, 1 (the form name) appears in the Template field.
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Under Description, type text as shown.
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Click OK.
You are returned to the Form Note Templates dialog box and the template appears in the list:
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Select the row for the template you just created and click Edit Text.
The Form Note Templates dialog box closes and the Note Editor window opens.
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In the note pane, type text as shown.
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On the module toolbar, click to save the note you just typed in the template.
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Click to close the note editor and return to the Document Binder window.