Reason 1: Notes are not tagged as Agenda or Summary.
You can find two options on the Note: Agenda and Summary.
Tag your note according to the type of document you are creating so that it appears in the document: Agenda for Agenda templates and Summary for Summary templates.
Reason 2: The Note's Topic and Subtopic aren't reflected on the Template
You use Topics and Subtopics to organize your notes. Topic Merge Fields are used on document templates to determine what information appears in your document. The topics on the notes and the topic merge fields in the templates are linked and make up the document.
For example, if you add a note under the topic "Education," in order for it to appear in the document, your template must have the topic merge field "Education." If you add a note under the topic "Estate Planning" and subtopic "Client To Do," in order for it to appear in the document, your template must have the topic merge field "Estate Planning" with the subtopic "Client."
