# Set up report templates in Medrecords AI > How to copy a built-in report template in Medrecords AI, build one from your own past reports, edit its sections and set it as your default. Canonical page: https://medrecords.ai/help/tasks/templates/ --- New — **Missing Records Detection:** flags every visit, provider, and date missing from the file. [See how →](https://medrecords.ai/product/missing-records-identification/) [Home](https://medrecords.ai/) ›[Help](https://medrecords.ai/help/) › — Set up report templates in Medrecords AI MEDRECORDS AI HELP ## Set up report templates in Medrecords AI A template sets the sections and layout of a report in Medrecords AI. Each report type has a built-in template. You can copy one and change its sections, or build a template from up to 6 of your own past reports so new reports match your style. Your templates live under Settings. Last checked 2026-10-24 — ·Written by Ahmed Jemaa **Help center contents26 articles** Start here - [Choose the right case type](https://medrecords.ai/help/tasks/choose-case-type/) - [Which files can you upload?](https://medrecords.ai/help/tasks/file-types-limits/) - [Confirm the case details, key date and focus](https://medrecords.ai/help/tasks/confirm-case/) - [Fix a failed upload or a stuck case](https://medrecords.ai/help/tasks/troubleshooting/) Work with the records - [Read the medical chronology](https://medrecords.ai/help/tasks/chronology/) - [Check any fact against its source page](https://medrecords.ai/help/tasks/verify-source/) - [Search your records with exact text or keywords](https://medrecords.ai/help/tasks/search/) - [Filter and group the documents index](https://medrecords.ai/help/tasks/documents-index/) - [Add flags, highlights and notes to records](https://medrecords.ai/help/tasks/annotations/) - [How duplicate pages are found and removed](https://medrecords.ai/help/tasks/deduplication/) - [Work through the missing records list](https://medrecords.ai/help/tasks/missing-records/) - [Add records to an existing case](https://medrecords.ai/help/tasks/add-records-later/) Write and share - [Edit the chronological narrative](https://medrecords.ai/help/tasks/narrative/) - [Create a report in Report Studio](https://medrecords.ai/help/tasks/report-studio/) - [Set up report templates](https://medrecords.ai/help/tasks/templates/) - [Export your work](https://medrecords.ai/help/tasks/export/) Account and trust - [Set your role](https://medrecords.ai/help/tasks/roles/) - [Is Medrecords AI HIPAA compliant, and who can see my cases?](https://medrecords.ai/help/tasks/security-hipaa/) - [How accurate is Medrecords AI, and what are its limits?](https://medrecords.ai/help/tasks/accuracy-limits/) - [Glossary of terms](https://medrecords.ai/help/glossary/) Case type playbooks - [Work a birth injury case](https://medrecords.ai/help/case-types/birth-injury/) - [Work a nursing home neglect case](https://medrecords.ai/help/case-types/nursing-home/) - [Work a VA disability case](https://medrecords.ai/help/case-types/va-disability/) - [Work a mass tort case](https://medrecords.ai/help/case-types/mass-tort/) - [Work a medical malpractice case](https://medrecords.ai/help/case-types/medical-malpractice/) - [Work a personal injury or car crash case](https://medrecords.ai/help/case-types/personal-injury/) [See every topic on the help center home](https://medrecords.ai/help/) ### Find your templates 1. Open **Settings** . 2. Go to **Report templates** . Each template card has a tag: | Tag | What it means | | --- | --- | | Built-in | Made by us. You can copy it but not change it | | Yours | Made by you. You can edit or delete it | | Your default | Used first for that report type | | Choose explicitly | Written for 1 side. Never picked for you, you must choose it | Press **Full template** on any card to see every section and its instructions. ### Copy a built-in template 1. Find the built-in template. 2. Press **Duplicate** . 3. The editor opens with the name "(copy)" added. Change what you need. 4. Press **Save template** . The copy is yours. It does not change when the built-in one changes. ### Build a template from your own reports 1. Press **New template** . 2. Pick the **Report type** . 3. Under **Start from** , pick **Your own reports** . 4. Press **Continue** . 5. Upload 1 to 6 reports you wrote, as PDF or Word files. The template follows their layout and writing style, and takes your letterhead, page and fonts. More reports give a closer match. To start from the built-in layout instead, pick **The built-in template** in step 3. ### Edit a template Press **Edit** on 1 of your templates. You can change: - **Name** , such as "Defense IME review" - **Report type** - **Applies to** : any case type, or just 1 - **Content** . Each Heading 2 is a section of the report. Press **Save changes** . Be careful with **Start from** in the editor. Switching it replaces your content with the built-in template. ### Set your default Press **Use as default** on 1 of your templates. You can have 1 default for each report type and case type. Press **Stop using as default** to go back to the built-in one. When you create a report, your default shows first. You can still pick another. See [create a report](https://medrecords.ai/help/tasks/report-studio/). ### Delete a template Press **Delete template** on 1 of your own. Built-in templates cannot be deleted. ### Related help - [Create a report in Report Studio](https://medrecords.ai/help/tasks/report-studio/) - [Set your role](https://medrecords.ai/help/tasks/roles/) - [Export your work](https://medrecords.ai/help/tasks/export/) - Read more about [report writing instructions](https://medrecords.ai/product/report-writing-instructions/). Facts checked against the Medrecords AI app code on 2026-10-24. ### Try it on a real file Upload a case and see the page count and cost before you confirm. [Book a demo](https://medrecords.ai/demo/)