Advanced Template Editing: A Technical Guide
This guide covers manual template editing for users who need precise control over their file note output. Before diving in, we strongly recommend:
- Following the Beginner's Guide to understand template basics
- Using the Template Generator to create an initial version
- Using the template improver to get as close as possible to your desired output
Once you've done this, you'll have a solid foundation to make fine-tuned adjustments.
Accessing the Advanced Editor
- Open your template
- Click "Show advanced editor" below the outline
Understanding Template Components
Templates use three key components:
1. Fixed Text
Regular text that appears exactly as written in your file note.
## Meeting Details
A standard introduction paragraph will appear here.
2. Placeholders: ( )
Text in round brackets tells Claras where to insert specific information:
I met with (client name) on (meeting date) to discuss (meeting purpose).
3. Guidance: [ ]
Square brackets tell Claras how to write or format the content:
(client's financial goals)[List 2-3 specific goals with timeframes]
Advanced Template Patterns
Combining Components
(discussion about retirement)[Include specific age, desired lifestyle, and income needs. Format as bullet points. Include client quotes from the transcript.]
Section-Level Guidance
## Risk Profile
[Summarise the client's attitude to risk, capacity for loss, and required return. Include specific examples from the discussion]
(risk assessment results)[Include scores and category]
Formatting Instructions
(recommended strategies)[Format as a table with columns: Strategy | Benefit | Implementation Timeline]
Conditional Sections
## Insurance Review
[If insurance was discussed, include recommendations and reasons. If not discussed, omit this section]
Level of detail and writing style
### Changes to Personal Circumstances
(Document any changes to the client's personal situation since last review)[Write as a detailed narrative, aiming for 2-3 paragraphs.]
Best Practices
- Test Changes Incrementally
- Make small adjustments
- Test with a real meeting
- Review the output before making another change
- Use Clear Guidance
- Be specific about what information to include
- Specify desired formatting
- Include examples where helpful
- Maintain Structure
- Use consistent heading levels (h2, h3)
- Group related items under appropriate sections
- Keep a logical flow of information
- Consider Compliance
- Include guidance for regulatory requirements
- Ensure all necessary topics are covered
Common Problems and Solutions
Problem: Too Much Detail
// Too verbose
(meeting summary)[Provide an extremely detailed, comprehensive overview of everything discussed in the meeting including all minor points and tangential discussions]
// Better
(meeting summary)[Focus on key decisions and outcomes. 2-3 paragraphs maximum]
Problem: Inconsistent Formatting
// Inconsistent
(recommendations)[List all recommendations]
(action items)[Create a table]
// Better
(recommendations)[Format as numbered list with clear next steps]
(action items)[Format as table with columns: Action | Owner | Timeline]
Problem: Vague Guidance
// Vague
(investment discussion)[Write about investments]
// Better
(investment discussion)[Summarise current portfolio performance, agreed changes, and rationale. Include specific figures and dates discussed]
Troubleshooting
If your changes aren't producing the expected results:
- Ensure guidance is specific and clear
- Test with a simple meeting first
- Use the template improver to suggest refinements
Common Questions
Q: Should I edit templates directly?
A: Only if you've tried the template improver first and need very specific adjustments.
Q: Will manual edits prevent future improvements?
A: No, you can still use the improver after manual edits.
Q: Can I break something?
A: Generally no - minor inconsistencies in the template component syntax won't stop Claras from creating your file note. If you want help with formatting, create a new template and use the template generator with your existing template as input. This will reset the formatting while keeping your content.
Need Help?
Remember:
- Start with the template improver
- Make small, incremental changes
- Contact support if you need assistance
Updated on: 07/01/2025
Thank you!