Create new template in S Note?

[socal]

I'm trying to import a pdf to use as a new template.
It's a questionnaire that I will be using each time I talk to a new client.

Can't seem to figure it out or find any google results that are helpful.
Anyone try to do this? Am I missing a simple step?

Thanks.

 

[J HighNote]

When I imported pdf files, I just started Snotes, the app, not a new note, and under the menu picked import. Choose the pdf file but if you get the box that asks what to use to open it, ignore it, click on the screen with your pdf, make sure the file is selected and choose done up at the top. you'll magically go back to the snote screen with your pdf document showing. In order to save it, you'll have to at least make a mark and then can erase it so the save option will be available. When it's the blank you'd like to save to use each time, you can name it and save it as it is. Just be careful that whenever you open it to start a new blank, you need to rename the changed document so it doesn't overwrite your blank form. If it's helpful, when you're ready to save the 'template' open the menu and choose set as shortcut. That will give you the fresh template on your home screen. I put several running notes on my home screen that way and a blank 'template' - an Snote the way I like it set up. Just be careful not to overwrite it as I've accidently done a few times. Now I have extra blank copies.

 

[socal]

Thanks. I was missing the part about ignoring the pop up import options. And creating a shortcut of the template was a great idea.
So glad I got this tab over the others.

Sent from my SCH-I535 using Android Central Forums

 

[Bob Hamilton]

I tried to follow these directions, but instead of bringing up my PDF file, I got a blank sheet with the name of my PDF file. Any idea what I'm doing wrong?