How to Insert Auto Text into your Note

Information

Follow these steps to insert you Auto Text into a note.

Instructions
  1. In the text field type the @ symbol (or the symbol you used as a trigger).
  2. Carry on typing the Abbreviation you used for your auto text.
  3. Matching triggers will display. Use the arrows to move between them and then hit enter.
  4. Your auto-text will be inserted.
  5. If you have included drop-down lists, remember to select an option(s) before signing your note.


Updated: 28 May 2026