When you have document that you’d like to reuse for multiple cases, you can create a document template. Case Tracker also provides pre-built templates to help you draft your case documents. This article covers how to create templates.
Note: Only users with certain permissions can create document templates. Learn more about user roles and permissions, or contact your Administrator to request access to create document templates.
Finding Case Tracker Templates
Not sure where to start? Case Tracker templates are pre-built files that allow you to quickly add content to your document. You can access Case Tracker’s templates in the New Document builder on the left side of the editor, under System Templates.
When you edit a Case Tracker template, your changes will not affect your existing documents that use the template.
Create Your Own Template
To create your own document template, follow these steps.
1. Click Client Preferences from the Left Navigation Menu, then click Templates from the Top Navigation Menu
2. Click the Documents tab at the top of the page, then click Create Template on the top right of the page.
3. In the Document Template pop-up window, enter a name for the document and add your content.
4. When you are done adding content, click Save.
Your new template will be available for you to use in the New Document builder, under Case Documents.
Managing Your Document Templates
- Edit: To edit your case document template, click the Edit button located to the right of the template that you would like to revise.
- Delete: To delete a case document template, click the Delete button located to the right of the template that you would like to remove.
