How do I create a Custom Template?
Custom Templates are an extremely flexible and powerful way of creating any sort of documentation you can dream of within CoVet.
There are two ways to customize the records CoVet generates for you:
- Creating a fully Custom Template as show in the video above is your best option for large-scale changes and unique use cases.
- Alternatively, you can you the easier and faster Personalize function for smaller changes. Find out more about this by reaching How do I personalize my templates and records?
Note: CoVet does not maintain or improve custom templates as they are unique to you as a user. On the other hand, customizing records via Personalization does allow you to benefits to ongoing improvements as they are applied to the underlying template.
Need help getting started with Custom Templates?
We're happy to help! Please complete this form with all the information related to your request and we'll get to work building something special for you 😊