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How to use Caption.Ed Templates

Caption.Ed can now fill out templates based on your recordings. We have few different templates to choose from:

- 1:1 round-up

- Follow-up email

- Meeting minutes

- Revision notes


How to generate a template

  1. Open the recording you want to work from.
  2. In the sidebar on the bottom right of Caption.Ed, find the Write section.
  3. Click the plus-in-a-circle icon to open the Templates column.
  4. Choose the template you want Caption.Ed will generate it automatically.
    The generated template stays connected to the recording

Tip: If you highlight sections that are important, then Caption.Ed will take this into account when filling out your template.

 

Copying, deleting, and regenerating

Click the three dots in the top right-hand corner of a template to:

- Copy it, so you can paste the content anywhere outside Caption.Ed
- Delete it
- Regenerate it

Note: Templates are available on every Caption.Ed plan except for Caption.Ed, if you are looking to upgrade your account, please get in touch with sales@carescribe.io