How Do I Set a Default Template and Use the Generate Default Button?

These features offer a handy shortcut that will save you time if you use the same template for most of your cases.

What is the “Generate Default” button?

The Generate Default button lets you instantly create a document, such as a SOAP note or client email, from your recording using your chosen default template. It saves you from manually selecting a template each time.

Step‑by‑Step Guide

1. Set Your Default Template

1. Navigate to My Account › Templates.

2. Locate the template you use most often (Standard, Custom, or Advanced).

3. Click the gear icon (⚙️) next to it and choose Set as Default template.

2. Generate a Document Using the Default

Once a default is set:

1. Start or pause a recording in a case.

2. Choose Generate from Default - CoVet will create the document automatically.

3. Use the Shortcut Button

In the recording dialogue box, enable Stop and Generate Default. With this, you stop the recording and generate your document in one click, no extra steps needed.

Why use Generate‑Default?

• Faster workflow: skip the template‑selection steps entirely

• Saves clicks: “Stop and Generate Default” ends recording and creates the document

• Consistency: ensures the same template is used every time

Quick Tips

• You can only have one default template active at a time.

• If you need different formats for different cases, consider favourite templates or using Generate from Library.

• Want to change the default template? Return to Templates, find the new one, click the gear icon, and select Set as Default.