---
title: Managing your Templates
description: Explaining how to manage your Notes templates in Kiroku - Edit, delete, duplicate, share, rename, tag, rearrange.
---

[Skip to content](https://help.trykiroku.com/managing-your-templates#main-content)

English

Show submenu for translations

[Contact Us](https://help.trykiroku.com/kb-tickets/new)

[![Kiroku transparent green logo](https://help.trykiroku.com/hs-fs/hubfs/Brand%20Assets/Logo%20Assets/Kiroku%20transparent%20green%20logo.png?width=100&height=100&name=Kiroku%20transparent%20green%20logo.png)](https://editor.trykiroku.com/login)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact Us](https://help.trykiroku.com/kb-tickets/new)
- [Contact us](https://help.trykiroku.com/kb-tickets/new)

[Contact us](https://help.trykiroku.com/kb-tickets/new)

 Welcome to Kiroku's Help Centre!

- There are no suggestions because the search field is empty.

1. [Kiroku Help](https://help.trykiroku.com/)
2. [Getting started](https://help.trykiroku.com/getting-started)
3. [Kiroku Templates](https://help.trykiroku.com/getting-started#kiroku-templates)

# Managing your Templates

## See all the different ways to keep your Templates nice and tidy!

There are several ways to manage your templates in Kiroku. The best way is from your Notes dashboard. 

[![Screenshot 2025-09-29 at 11.26.18 am](https://help.trykiroku.com/hs-fs/hubfs/Screenshot%202025-09-29%20at%2011.26.18%20am.png?width=670&height=362&name=Screenshot%202025-09-29%20at%2011.26.18%20am.png)](https://downloads.intercomcdn.com/i/o/651948364/3ba3004964950bc135476232/image.png)

This grid shows you all of the templates (stock, modified or custom) that you have added. You can also search for your templates in the search bar just above this grid.

The search bar will search for templates already added to your personal library as well as suggest any from our template library which match your search.

![Screenshot 2025-09-29 at 11.28.03 am](https://help.trykiroku.com/hs-fs/hubfs/Screenshot%202025-09-29%20at%2011.28.03%20am.png?width=670&height=461&name=Screenshot%202025-09-29%20at%2011.28.03%20am.png)

 

---

### Making Changes to Templates

To manage your templates, hover over and click on the '**More options**' button.

[![ScreenRecording2025-09-29at11.30.00am-ezgif.com-video-to-gif-converter](https://help.trykiroku.com/hs-fs/hubfs/ScreenRecording2025-09-29at11.30.00am-ezgif.com-video-to-gif-converter.gif?width=645&height=393&name=ScreenRecording2025-09-29at11.30.00am-ezgif.com-video-to-gif-converter.gif)](https://downloads.intercomcdn.com/i/o/651945076/cea002de18db045b861498f3/image.png)

This menu gives you several options:

- **Edit your template** - see our article on [editing existing templates](https://help-center.trykiroku.com/en/articles/6896127-building-and-editing-note-templates) for more information, including how to restore previous versions of your templates
- **Renaming templates** - change the name of a template
- **Duplicate template** - if you want to make a tweak to a template and keep the original
- **Share template** - proud of your template? Share it with other Kiroku users

- **Delete template** - remove the template (forever!)
- **Edit /View Tags** - add tags to help you organise your templates. [More info here](https://help.trykiroku.com/note-template-tags). 

- **Change icon** - change the icon that appears with your template from our list of options.

 

---

### Renaming templates

We recommend **renaming any stock templates that you have made edits to**.

This is so that you can easily identify your edited version vs the stock template. This could be using something like your initials at the end.

You can easily re-downloaded any stock templates that you delete from the Template Library to get the latest version.

Before you make a change to a template, you can always **duplicate** it, **rename** it, and then **edit** it.

A template will show an ‘updated’ label if it has been updated in any way in the last 24 hours. That could be a simple change or a more complex one.

These changes might have been made by you or the Kiroku team (for example, if we are helping you to build your own template or edit an existing template).

---

### Reordering templates

You can reorder the templates in your dashboard by simply dragging and dropping them around this grid while holding down the 6 dot menu.

[![ScreenRecording2025-09-29at11.37.26am-ezgif.com-video-to-gif-converter](https://help.trykiroku.com/hs-fs/hubfs/ScreenRecording2025-09-29at11.37.26am-ezgif.com-video-to-gif-converter.gif?width=630&height=528&name=ScreenRecording2025-09-29at11.37.26am-ezgif.com-video-to-gif-converter.gif)](https://downloads.intercomcdn.com/i/o/651944083/a980b097dae7694853bf2eb0/image.png)

---

### Deleting templates

You can also delete templates from here - but make sure you really mean to. **You won't be able to get this template back!**

[![ScreenRecording2025-09-29at11.39.31am-ezgif.com-video-to-gif-converter](https://help.trykiroku.com/hs-fs/hubfs/ScreenRecording2025-09-29at11.39.31am-ezgif.com-video-to-gif-converter.gif?width=670&height=481&name=ScreenRecording2025-09-29at11.39.31am-ezgif.com-video-to-gif-converter.gif)](https://downloads.intercomcdn.com/i/o/651949120/db5f00735c563f2dd36d1437/Screenshot+2023-01-13+at+15.24.59.png)

---

### Sharing templates

You can share any templates you create (or modify) with other Kiroku users. Just email it to them!

<iframe width="200" height="150" src="https://www.youtube.com/embed/c9l-NFO4iPA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen title="Sharing Templates | Kiroku Tutorial" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 

It's as simple as opening the menu of the template that you want to share and clicking the 'Share Template' option.

Add the email addresses of all the people that you want to send the template with and click 'Share'!

---

### Changing Icons

You can customise the icons for each of the templates on your Note or Docs dashboard. 

To do this, hover over the relevant template until the small green option bar appears with menu options. 

![Note Dashboard menu](https://help.trykiroku.com/hs-fs/hubfs/Note%20Dashboard%20menu.png?width=670&height=368&name=Note%20Dashboard%20menu.png)

Then pick the 'Change Icon' option.

![Change icon](https://help.trykiroku.com/hs-fs/hubfs/Change%20icon.png?width=400&height=351&name=Change%20icon.png)

Then pick the icon that you want to use going forward and click 'Done'!

![Edit icon options dental](https://help.trykiroku.com/hs-fs/hubfs/Edit%20icon%20options%20dental.png?width=670&height=398&name=Edit%20icon%20options%20dental.png)

You can turn icons off in [your settings](https://editor.trykiroku.com/edit-settings) if you prefer. 

- [Getting started](https://help.trykiroku.com/getting-started#main-content)

    - [FAQs](https://help.trykiroku.com/getting-started#faqs)
    - [Kiroku Templates](https://help.trykiroku.com/getting-started#kiroku-templates)
- [Note templates & appointments](https://help.trykiroku.com/note-templates-appointments#main-content)

    - [Creating Notes](https://help.trykiroku.com/note-templates-appointments#creating-notes)
    - [Editing Note Templates](https://help.trykiroku.com/note-templates-appointments#editing-note-templates)
    - [Note FAQs](https://help.trykiroku.com/note-templates-appointments#note-faqs)
    - [AI Notes Features](https://help.trykiroku.com/note-templates-appointments#ai-notes-features)
- [Docs](https://help.trykiroku.com/docs#main-content)

    - [Using Docs](https://help.trykiroku.com/docs#using-docs)
    - [Creating and Editing Doc Templates](https://help.trykiroku.com/docs#creating-and-editing-doc-templates)
    - [Docs FAQs](https://help.trykiroku.com/docs#docs-faqs)
- [Account](https://help.trykiroku.com/account#main-content)

    - [Account FAQs](https://help.trykiroku.com/account#account-faqs)
    - [Your Subscription](https://help.trykiroku.com/account#your-subscription)
- [FAQs](https://help.trykiroku.com/faqs#main-content)

    - [Kiroku Features](https://help.trykiroku.com/faqs#kiroku-features)
- [Troubleshooting](https://help.trykiroku.com/troubleshooting)

[![Screenshot 2025-05-07 at 12.04.48 PM](https://help.trykiroku.com/hs-fs/hubfs/Screenshot%202025-05-07%20at%2012.04.48%20PM.png?width=137&height=50&name=Screenshot%202025-05-07%20at%2012.04.48%20PM.png "Screenshot 2025-05-07 at 12.04.48 PM")](https://trykiroku.com/)

**Contact us:  
Chat** is found at the bottom right of your screen on the website or when logged in   
You can email us at **support@trykiroku.com**  
To **WhatsApp** us scan the code below:  
![Screenshot 2024-04-23 at 4.00.23 pm](https://help.trykiroku.com/hs-fs/hubfs/Screenshot%202024-04-23%20at%204.00.23%20pm.png?width=172&height=174&name=Screenshot%202024-04-23%20at%204.00.23%20pm.png)

[mailto:Support@trykiroku.com](mailto:Support@trykiroku.com) <https://wa.me/message/BC7WTGCVNCF7N1> <https://www.facebook.com/trykiroku> <https://www.instagram.com/trykiroku/> <https://www.linkedin.com/company/kiroku/> <https://www.tiktok.com/@trykiroku> <https://trykiroku.com/>

Copyright © 2026, Kiroku Limited

Registered Office: 20 Wenlock Road, London, England, N1 7GU

Registered Number: 10775183 in England & Wales.

![Instructions for use](https://help.trykiroku.com/hs-fs/hubfs/Compliance/Instructions%20for%20use.png?width=66&height=48&name=Instructions%20for%20use.png)

 