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Part 4: Setting up a draft note with blocks

This article explains how to configure the blocks within a Note 2.0 draft.

Table of contents:

 

Overview

When you start a new 2.0 note, a default set of blocks will initially appear in the draft. You can modify these blocks with the instructions below.

 

Workflow Instructions

 

Adding a block

Option 1 (Recommended for inserting a block between existing blocks)
  1. At the top of any existing block, click thebutton on the right or the icon on the left.
  2. Select Add block above or Add block below depending on where you want the new block to appear.
  3. From the dropdown menu, select the block that you want to add.

Option 2 (Recommended for placing a block in a specific text field or location within the note)
  1. Place your cursor where you want the new block to appear.
  2. At the top of the visit note draft, click the + Block button.
  3. Select the block that you want to add from the dropdown menu.

Option 3 (Recommended if you prefer using your keyboard over your mouse)
  1. Place your cursor where you want the new block to appear.
  2. Press the forward-slash key on your keyboard (/) to initiate a slash command.
  3. From the dropdown menu, select the block that you want to add.

 

Deleting a block

Option 1 (Recommended for deleting one block at a time)
  1. At the top of the block that you wish to delete, click thebutton on the right or theicon on the left.
  2. Select Delete.

Option 2 (Recommended for deleting more than one block at the same time)
  1. Highlight the contents of the block(s) and block name(s).
  2. Press Delete or Backspace on your keyboard.

Option 3 (Recommended if a block is empty and you prefer using your keyboard over your mouse)
  1. Repeatedly press Delete or Backspace on your keyboard until all contents and the block disappears.

Option 4 (Recommended for deleting all blocks from the note)
  1. Select all contents of the note by pressing ctrl/command + shift + a on your keyboard.
  2. Press Delete or Backspace until all blocks are removed.

 

Moving a block

You can change the position of your blocks within the visit note. They can be stacked or embedded in text fields.

 

To change the location of a block:

  1. Hover over the name of the block until you see theicon appear in the top left corner.
  2. Click and hold this icon as you drag the block to a different location. A line will temporarily appear to show where the block’s new location will be.
  3. Let go of your mouse to lock in the new location.

  

Setting up your draft with a template

Refer to these user instructions to learn how to add a legacy template and/or 2.0 template to a Note 2.0 draft.

  

Additional Reading

Up next:

Additional references: