--- title: Create and Edit Interview and Intake Note Templates description: How to add or edit the candidate interview notes & client intake notes templates. This feature will help you run your candidate interview or client consultation call smoothly and take the best notes. --- [Skip to content](https://learn.enginehire.io/en/knowledge/create-and-edit-interview-and-intake-note-templates#main-content) English Show submenu for translations [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://learn.enginehire.io/tickets-view?hsLang=en) ![enginehire logo thin dark 1.0.png\]](https://learn.enginehire.io/hs-fs/hubfs/enginehire%20logo%20thin%20dark%201.0.png?height=40&name=enginehire%20logo%20thin%20dark%201.0.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [Contact us](https://learn.enginehire.io/en/knowledge/kb-tickets/new) - [Customer portal](https://learn.enginehire.io/tickets-view) - Go to main page Go to main page Hello! You can find guides on how to do everything in Enginehire here. If you can't find what you are looking for or anything feels out of date, please contact us! - There are no suggestions because the search field is empty. 1. [Enginehire Help Center](https://learn.enginehire.io/en/knowledge?hsLang=en) 2. [Templates & Communication](https://learn.enginehire.io/en/knowledge/templates-communication?hsLang=en) # Create and Edit Interview and Intake Note Templates ## Create and manage interview and intake note templates to structure candidate interviews and client consultations, helping you capture relevant information consistently and efficiently. Let’s get started 🚀 ### **Create Template for Clients** Create intake note template for clients to structure consultations and capture relevant information consistently during client interactions. **Step 1**: Log in to your agent dashboard and select any client from the list. ![](https://staticfiles.gleap.io/gattachments/j53eqNEDFlOXLgdpirudwx6yrNpMpRJMgNOvBkmEpjYDWCS46wnjYbmVzUNmaOejmNVJby1Ytmo.png) **Step 2**: Click **More** \> **Intake Notes** as shown in the screenshot below. ![](https://staticfiles.gleap.io/gattachments/j84CBp0mgHn7Wv4yV9lktIpacQ704KqSlpF4KNPFEdG6PV4iX9p5mS9rmrYjvhimw3iY8vQ7DpJ.png) **Step 3**: Click the **Customize Template** button. ![](https://staticfiles.gleap.io/gattachments/2JIRGYbVzZ9soC8AP7As58FRonlhCgVdITi23NTZMXajcN266faEB4f3WJ0c67lxBNkpLuWYq8V.png) **Step 4**: Enter a name for your template, then select the template type from the dropdown list. The selected type determines where the template will appear. For example, selecting **Client Interview 1** will display the template in the first box. ![](https://staticfiles.gleap.io/gattachments/zhQyy2rW4uRAPsHKAZWZ0ni1YYwdhlIRYvKgs2byh9B1lUn2y7Su04JLwduQZKNCzn1g5SYbWPK.png) **Step 5**: Enter the questions in the template body. Then, click the **Create** button.   ![](https://staticfiles.gleap.io/gattachments/AV09YL95IhsO2vpyVvJ0qzui60JORy86nt0hrQzVKDARSVddHZxwjZi5sJRvljZ9Vdv7tfHtnqO.png)   The template will be created successfully.   ![](https://staticfiles.gleap.io/gattachments/aIAxBDVa4iskd53r74XughClgdbrZyAnS7rBFkbWBYuLcP3pjOI3plJ1MGK5RrKroGp0Mds8r8c.png)   ### **Create Template for Candidates** Create interview template for candidates to guide interviews and ensure all required information is captured during the process. **Step 1**: Log in to your agent dashboard and click **Candidates** in the navigation bar. ![](https://staticfiles.gleap.io/gattachments/BxWggjdRHJ0yxKo5jM51bhdQQ9PGYDqlKjd01OEBDEYoaQbVWpZyJNfQgkXo8xgwYm2VHhTzHmi.png) **Step 2**: Select any of candidate from the list. ![](https://staticfiles.gleap.io/gattachments/oldaF8CCCQ4YNR4Kl6a2GBGlPWhpuQosmuEc0BNlQBaNjxyMpe71Ig6iwaACePVvWUNXg25S2Qx.png) **Step 3**: Click **More \> Interview** as shown in the screenshot below. ![](https://staticfiles.gleap.io/gattachments/1xD29nyy99PESA3z3xiw9Waqj1U0pVbOdAMPQEWajiZRRTWScjrx17VyGBzS1zQyiaiFpn1EGt9.png) **Step 4**: Follow **Steps 3–5** from the **Create Template for Clients** section to create an interview template for candidates. You can also create templates for both clients and candidates using **Note Templates**. To learn more, refer to the [**Create Template in Note Templates**](https://learn.enginehire.io/en/knowledge/create-and-edit-interview-and-intake-note-templates#create-template-in-note-templates) section below. ### **Edit Template**  Edit existing templates to update questions or adjust content based on your requirements. **Step 1**: Click the **Customize Template** button. ![](https://staticfiles.gleap.io/gattachments/cbqfvIvtpsRKt6N5A1sOsYNdCL5lcgsa1JhCuSesoaHqmHg8HwOhqiDcj227ddUElxzlyNLhxJQ.png)   **Step 2**: Edit the template as required. ![](https://staticfiles.gleap.io/gattachments/TudEtWg5URmX1SchBXwDZSPLTpuRiuVSr9EUYoCfy8FsQpAfdPUYiKbI0VS7I5zg1SQPOv1T7BU.png) **Step 3**: Click the **Update** button to proceed. The template will be updated successfully. ![](https://staticfiles.gleap.io/gattachments/jaQEza7Hz5qbzFFHWfcQD24dhBTJZOwoqXOLBDwO3enMkAnhzWPrIg7DgLBVtD7soyFAoWSTwMc.png)   You can follow the same steps to edit interview templates for candidates. ### **Create Template in Note Templates**  Create templates from a centralized location to manage and reuse note templates for both clients and candidates. **Step 1**: On your agent dashboard, click **More**, then select **Advanced Templates**. ![](https://staticfiles.gleap.io/gattachments/wNwD0LLmsSR85o9Kda9d2GekSDSuQtGHdpKis4bTakoc0taD0J6736g9oNpt6UJJgcne9ODdLfT.png) **Step 2**: Click the **Note Templates **option. ![](https://staticfiles.gleap.io/gattachments/hCuQktMG0KkBlea9lAKVeC3tZRjo1hfiPUEPKpxKVbF3hVMXL3H1Dj07jVSgnOmE4q6fU8cw0Oi.png) **Step 3**: Click the **Add Template** button to begin adding a new template. ![](https://staticfiles.gleap.io/gattachments/8uw5XzGxgOxDmPCsiO2MoEZH0D7R9bSn2635fAg2lkB4YLQ36uvrq6Y1lyH2LuYL6K2UMGQLnf4.png) You can now add the template for the client or candidate as required. ![](https://staticfiles.gleap.io/gattachments/0gNCKTJG843iz9FUsRFI0KxEsm4FMQDATi7pdNhDSyuC5EHE9AaRCK901pKvCniRq0YaFBo0Om7.png)   If you're interested in turning your Interview Notes or Intake notes into a searchable field,[ check this out](https://learn.enginehire.io/en/knowledge/how-to-turn-interview-notes-into-question-format?hsLang=en).   To add additional Note boxes, [check this out](https://learn.enginehire.io/en/knowledge/add-or-remove-interview-note-boxes?hsLang=en). 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