Corti Assistant: Template Assembler

In this video, we will walk through the template assembler functionality within the Cornea system.

The template assembler can be found when generating a document, either through the blue Generate button at the bottom of the screen or the plus button at the top.

Click Generate and before selecting a template, in the left side menu, you can click New Template.

Once the template assembler has loaded, you can give your template a name, choose the language in which you want the output.

This will determine the language in which the section headers as well as the content will be displayed.

You can then begin adding sections to your template.

You can choose sections from the template library by scrolling and finding the appropriate sections or typing to search the sections by name.

In this case, I will add a few sections to my template and click Done.

Now that the sections have been added, they will appear in alphabetical order as I selected them from the list and I can drag and drop to reorder the template sections in any order that I wish.

Each section could also be renamed to any name you wish.

If you wish to remove a section, you can click the Delete button on the right side of the assembler.

If you wish to re add sections or add new sections, you can do so at any time by clicking Add Session.

Once the template sections are in the desired order and each section has the appropriate name, you can click Save Template, which will allow you to add the template to your template list, and you'll see it in your template list to be selected at any time.

If you wish for this new template to be a default template, you can use the three dot menu on the right side of the screen and click Set as Default to now set your new template as your default.

If you wish to make a new template based off of this existing template, you can also use the Edit as copy of this template function.

This will create an exact copy of the custom template you just built.

You can rename any of the sections just as you did before, reorder them, or add new sections as we previously have done.

If you do not want to proceed, you can always hit Discard and go back, or you can save this as a new template to be able to be selected from your list.

If you have any questions about this functionality, please reach out to the Cordy Support team at HELP at Cordy AI.

Thank you.