Sharing and Downloading Templates

Checking the box to Include Cloud Library Items at the bottom of the Templates panel will include SOAPware-created and user-created templates that may not be on the database.

Time saver tip: Before creating a template from scratch, it can be beneficial to review existing Library Items to see if another user has shared a template with specific documentation, or one that can serve as a base for a customized template.

Upload

To share a template, select the template and Click the Upload button. It will be uploaded to the Cloud Library. Before sharing a template, please make sure that no patient data is present in the template.

Download

To download a template, click the download button in the library column of the desired template. Include Cloud Library Items must be checked in order to view and download online templates.