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

Using the Accurx library of Message Templates

John F avatar
Written by John F
Updated over a week ago

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 for a template or questionnaire" field and type to find the specific template you're looking for.

We've also added a filter function to make it easier to just see Florey Questionnaires and Pathways. Just click into the box and then click the Florey Questionnaire or Pathways buttons

🔍Template Browse🔎

If you're not sure what template you need and just want to explore what's available, try clicking the 'Browse' button. This will show the list of templates available to you on the left-hand side, and a preview of each template on the right-hand side.

The search and filtering options work just the same as in the Template Selector, to help you narrow down the options that you might be looking for.

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 'Manage Organisation'

2. Click 'Templates & Florey questionnaires' on the web page that opens:

3. Click 'Accurx Templates'

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

N.B. 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.

Creating your own templates

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