How to Edit a Protocol Template

A template is edited in the template repository and can only be edited by the creator.

To edit a template:

  1. Navigate to the templates tab in the side toolbar.
  2. Click the name of the template you would like to change. Edit Template
  3. Edit the template as desired. 

If a user would like to edit a protocol that they did not create, they can create a copy of the template by checking the template and clicking copy or they can upload the template to a task to make edits. 

If the template is uploaded to a protocol and then edited, the edits will not be saved to the original template.

To learn more about how you can edit a protocol with the Protocols repository, watch our video.

 


If you have any additional questions, please, do not hesitate to contact us at support@scinote.net. For more information about the Premium plans, please request a quote.