All templates are stored locally on your computer in your Documents folder. A new folder will be created called DFSEasyNotes with text files inside for each template. Feel free to open any of these up and change the wording or layout of the template. Below are a list of supported placeholders that will interact with the program to insert information into the templates.
Troubleshooting Note Template
|  Supported Placeholders |  Description | |  {OriginalIssue} | Clients Original Issue text box in Notes tab. | | {ProblemStatement} |  Problem Statement text box in Notes tab. | |  {ActionsTaken} | Actions Taken text box in Notes tab. | |  {MachSpec} | Machine Spec drop down in Notes tab. | | {ExpectedResult} | Expected Results text box in Notes tab. | |  {ActualResult} | Actual Results text box in Notes tab. | | {ClientTemp} | Client Temperature drop down in Notes tab. | |  {DocVer} | Document Version text box in Notes tab. | |  {TroubleShooting} | Main troubleshooting text box in Notes tab. | |  {ResolutionConfirm} | Resolution Confirmation text box in Notes tab. | |  {RCA} | Root Cause Analysis text box in Notes tab. |
Email Templates
| Â Supported Placeholders | Â Description | | {YourName} | Your Name text box in the Options tab. | | {WebExLink}Â | Â WebEx text box in Options tab. |
Creation Templates
|  Supported Placeholders |  Description | | {FirstName} | First name only of the Name text box in Creation tab. | | {UserName} | Username text box in Creation tab. | |  {License} | License type drop down box in Creation tab. | |  {Originator} | Case Originator text box in Creation tab. | |  {PassWord} |  Password text box in Creation tab. | |  {Company} | Company text box in Creation tab. | |  {URL} |  URL text box in Creation tab. | |  {YourName} | Your Name text box in the Options tab. | |  {Tier2} |  Tier 2 drop down in Creation tab. |
Deactivation Templates
|  Supported Placeholders |  Description | | {YourName} | Your Name text box in the Options tab. | |  {FirstName} | First name only of the Name text box in Deactivation tab. | |  {Company} | Company text box in Deactivation tab. | |  {Originator} | Originator text box in Deactivation tab. |
Case Coordination Templates
| Â Supported Placeholders | Â Description | | {YourName} | Your Name text box in the Options tab. | | Â {CaseNumber} | Case Number text box in CC Emails tab | | Â {AgentName} | Agent Namedrop down box in CC Emails tab | | Â {TimeFrame} | Time frame based on Priority drop down |
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