If your research involves repetitive steps, filling in specific quantities, notes, adding images, etc., you can create a template containing forms and placeholders where data will be added. 

1. To create a template from a specific Notebook Page, right-click on that Notebook Page in the Document Tree and select Tools > Create Template from the right-click menu:

Similarly, right-click on a Notebook to create a Notebook template, on a section to create a Section Template, and on a Notebook Entry to create a Notebook Entry Template.  The Create Template dialog launches, displaying the top-level Resource and any Resources it includes. 

2. In the Create Template dialog rename the default template title (optional) to clearly identify it.  We recommend that you add a version number to the title.  Select a domain (optional).  If the system administrator has created domains, this allows you to make this template available only to members of a selected domain.  “Default” creates a domain in which you are the only member (and anyone you’ve added to your personal workgroup).

3. Click on Choose (in the above dialog) to select a Display Group for the template. This launches the Display Group Selection dialog. 
4. Select a Display Group that matches the type of template you are creating.  This will be important for finding the template later. 
5. Click on Use Selected Group (at the bottom of the dialog). 

6. In the Create Template dialog select checkboxes for the Resources you wish to keep in the template (the checkboxes can be individually selected/deselected or use the Check All/Uncheck All buttons).  This is shown in the first image. 
7. When you are finished, click on Create Template.

Note that Document Templates can be utilized in File Cabinets.  The equivalent template for a Notebook is a Notebook Entry template, which contains a single resource.

If a template is made in error or is no longer in use, the System Administrator can remove it  from the CERF server.