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Accurx Desktop: How to view and use Accurx's pre-built templates

Using the Accurx library of Message Templates

Moreen avatar
Written by Moreen
Updated this week

Accurx Desktop has its own template library of about 50 templates that you can use. (You can also create your own - learn how to do that here!)

There are now two ways to find templates in Accurx Desktop.

Template Selector

The quickest way to select a template: just click on the "Search templates and questionnaires" field and type to find the specific template you're looking for.

🔍Template Browse🔎

If you're not sure what template you need and just want to explore what's available, try clicking the 'Preview templates and questionnaires' button. This will show the list of templates available to you, and a preview of each template.

Showing/Hiding Accurx templates

You can't edit our templates, but you can make a copy of them (by creating an organisation template) and then hide the Accurx template (e.g. if your organisation wants its own DNA message).

1. Click on the settings cog on the toolbar, then click 'Settings'

2. The Templates page will open:

3. Click 'Accurx Templates'

4. Next to each template, you can hide it by switching off the toggles for both 'Individual' and 'Batch'

If you 'Show' or 'Hide' an Accurx template, this template will then be shown or hidden for everyone in your team. You also won't see our updates to templates that you have hidden.

Please note: Users can hide Accurx-created templates only. Users will not be able to hide or remove any of the Accurx-created Questionnaires.

Creating your own templates

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