Most therapists who use worksheets end up with more than one over time. Different documentation types call for different questions, and once you've built a worksheet that works, it's tempting to spin up another one for a different context. This guide covers the everyday housekeeping: renaming, copying, switching, and deleting.
Seeing all your worksheets
Click "My Worksheets" in the main menu to land on the worksheets page. Every worksheet you've created shows up here, with its name, creation date, and question count.
Click any worksheet's name (or its "Edit Worksheet" button) to open it in the editor.
Renaming a worksheet
Open the worksheet, click "Edit Worksheet Name", type the new name, and save. That's it -- the change saves immediately.
A common renaming reason: you start with something generic like "My Worksheet" and later realize you'd like a more specific name now that the questions have taken shape. Rename anytime.
Making a copy
Sometimes you've got a worksheet that works well, but you'd like a variation for a different context -- without disturbing the original. That's what "Make a Copy" is for.
From an existing worksheet's editor, click "Make a Copy". You'll get a confirmation window; click "Copy Worksheet" and Quill creates a fresh worksheet with all the same questions, with "Copy of" prepended to the name. Open it, rename it, and modify the questions however you'd like. The original stays untouched.
This is especially handy if you've spent time fine-tuning a worksheet and want to branch from it rather than rebuild from scratch.
Switching between worksheets when generating documentation
You don't need to come back to the worksheets page to switch. On the note generation page (or any documentation page), the "Worksheet" panel has a "Change Worksheet" dropdown that lists all your worksheets. The one you're currently using is marked with a small "current" tag; click any other to switch.
That dropdown also has shortcuts to "Edit This Worksheet", "Create New Worksheet", and "Manage Worksheets" -- so you can jump straight to the worksheets page or the editor without leaving the documentation flow.
Deleting a worksheet
When a worksheet has outlived its usefulness, open it in the editor and click "Delete" at the bottom. A confirmation window will let you know the deletion can't be undone. Click "Delete Worksheet" and it's gone.
A couple of things to know about deletion:
- The worksheet disappears from your "My Worksheets" list and from the "Change Worksheet" dropdown.
- Any documentation you generated using that worksheet stays exactly as it was -- deletion only affects the worksheet itself, not the documentation it helped produce.
- If you'd been using the worksheet with a specific documentation template, you'll just pick a different worksheet for that template the next time you generate documentation with it.
If you're not sure whether you'll want a worksheet again later, "Make a Copy" first or just leave it in your library -- there's no penalty for having a few extras around.
Wrangling a worksheet library and want to think through how to organize it? Email us and we'll talk it through.
