Visi Notes have received an update to make recording information more practical, organized, and standardized.

The main new feature is the ability to create templates, allowing you to reuse models for recurring documents, such as meeting minutes, follow-up records, and other frequent notes. This saves you time and maintains a standard across team records.

The feature also got a new text editor, with formatting resources, lists, tables, and markdown that bring more flexibility and customization to your notes. 

With this, the page interface has been reorganized, with separate tabs for Notes and Templates, making navigation and record management easier. In the templates tab, you can also favorite the most used templates, which will appear at the top of the page.

Notes remain available in the web version of Visi and can be accessed from the Virtual Site sidebar or directly through the Viewer.

Benefits:

• Create templates to standardize recurring records

• Speed up the creation of new notes using ready-to-use templates

• Organize information with a more complete editor

• Favorite templates for quick access

• Manage notes in a more intuitive way

• Keep record history organized in a single place