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Note Templates, Information Items & Alerts

Training Session Recording

See a list of resources that were discussed within the Astalty Weekly Training Session

Note Templates

Note Templates Setup - Click here for the User Guide Article

Using a Note Template - Click here for the User Guide Article

Information Items

Information Item Setup - Click here for the User Guide Article

Attaching Information Items - Click here for the User Guide Article

Updating Information Items - Click here for the User Guide Article

Alerts

Creating Participant Alerts - Click here for the User Guide Article