---
title: Managing Template Actions in Nexus AI™ Scribe
description: Organize, customize, and quickly access the templates you use during documentation.
---
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# Managing Template Actions in Nexus AI™ Scribe
You can perform different actions on templates from the **Manage Note Template** screen. These actions help organize, customize, and quickly access the templates you use during documentation.
Templates can be either:
- **System-generated templates**: Pre-populated templates available in Nexus AI Scribe.
- **User-created templates**: Custom templates created by the user.
Some actions are available for both template types, while others are only available for user-created templates.
**Access Template Actions**
To view the available actions for a template:
1. Select **Manage Note Template** from the left navigation panel.
2. Locate the template in the **Library** section or the **Favourites** section.
3. Click the **three-dot menu** on the right side of the template.
A menu will appear with the actions available for that template.
The following actions are available for both system-generated and user-created templates.
**Add to Favourites -** to mark a template as a favourite.
**Remove from Favourites –** to remove the template from the Favourites section. The template will still remain available in the Library.
**Set as Default -** to make a template the default template for your workflow.
**Duplicate –** to create a copy of an existing template.This is useful when a user wants to use an existing template as a starting point and make changes without modifying the original template.
**Actions for User-Created Templates**
User-created templates include additional options because they are owned and managed by the user.
**Edit -** For templates created by the user, an **edit pencil icon** appears next to the three-dot menu. You can click the pencil icon to edit the template.
This option is not available for system-generated templates. System-generated templates cannot be edited by the user.
**Delete -** User-created templates also include a **Delete** option in the action menu.
Selecting **Delete** removes the user-created template from the template list. Users should only delete a template when they no longer need it.
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