feat: edit print templates on the printer page and store them on presets

Co-authored-by: Cursor <cursoragent@cursor.com>

docs/instructions/page-printer.md

@@ -1,16 +1,16 @@
 # Page printer
 
 **Created:** 2026-08-29  
-**Last updated:** 2026-08-31
-**Description:** Merge a markdown note onto students, teams, or events and print one page per match. Save the recipe as a print preset.
+**Last updated:** 2026-09-03  
+**Description:** Merge a markdown template onto students, teams, or events and print one page per match. Save the recipe as a print preset.
 
 ## Where to open it
 
 Sign in and go to **Tools → Page printer** (`/print`).
 
-## Write a template note
+## Write a template
 
-Create a standalone note on **Notes** (not a page note or student note). Use `{{tokens}}` for values. Click a token chip on the printer page to copy it.
+Edit the markdown on the printer page. Use `{{tokens}}` for values. **Insert token** opens a searchable list; click a token to insert it at the caret, or use the copy icon to put `{{Name}}` on the clipboard.
 
 ```markdown
 # Interview — {{FirstName}} {{LastName}}
@@ -64,6 +64,8 @@ Put `{{AnswerSpace}}` where you want ruled write-in lines. Markdown collapses bl
 
 Additional-field tokens use the same names as the Students index columns (for example `{{Interview Time}}`). Those values come from each student's `#Student:{id}` `## Additional fields` table. See [student-notes-import.md](student-notes-import.md).
 
+Templates used to live on **Notes**. After this change they are stored on the print preset. Old template notes can be deleted from Notes once `/print` looks right.
+
 ## Filters
 
 Pick **Students**, **Teams**, or **Events**, then optional filters.
@@ -72,18 +74,18 @@ For students: Grade, TSA year, and officer (any / officers only / non-officers).
 
 ## Print presets
 
-A print preset stores the *recipe* only: name, template note, entity type, and filters. It does not store merged pages. Each Preview uses the current roster and notes.
+A print preset stores the *recipe* only: name, markdown, entity type, and filters. It does not store merged pages. Each Preview uses the current roster and notes.
 
-1. Set the note, entity, and filters.
-2. Enter a name and click **Save as**.
+1. Write the template, set the entity and filters.
+2. Click **Save**. If no preset is selected, enter a name in the dialog.
 3. Later, choose a preset, click **Preview**, then **Print**.
-4. **Update** overwrites the selected preset. **Delete** removes it.
+4. **Save** overwrites the selected preset. **Delete** removes the preset, not the editor text. **New** starts a blank template.
 
-If the template note was removed, the filters still load. Choose another note before Preview.
+Switching presets, clicking **New**, or leaving the page asks before discarding unsaved template or filter changes. To keep a copy under a new name, clear the preset (or click **New** after copying the markdown), then **Save**.
 
 ## Print
 
-**Preview** builds the pages. **Print** opens the browser print dialog (same as other handouts). Navigation is hidden.
+**Preview** builds the pages and opens a lightbox. **Print** (in the lightbox or on the page, while the preview is still current) opens the browser print dialog. Navigation and the editor are hidden.
 
 **New page per record** (on by default, saved with the preset) starts each match on a new sheet. Turn it off to flow records together; `{{PageBreak}}` in the template still works. Content that is taller than one sheet continues naturally.
 
@@ -91,4 +93,4 @@ If that option is off and the template has **exactly one** markdown table, the h
 
 **Font size (pt)** (default 12) and **Answer lines** (default 3) apply to every page-printer recipe. They are saved on the preset.
 
-If Preview finds more than 75 matches, a warning is shown first.
+If Preview finds more than 75 matches, a warning is shown in the preview lightbox.