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How do I Create/Open a Document Template?

  • Updated

The Documents-view can be found on the following Cards:

  1. Case Card
  2. Client Card

In the Documents-view, you can perform the following actions:

  1. Opening a Document Template on Case Card
  2. Opening a Document Template on Client Card

 

1. Opening a Document Template on Case Card

To open a Document Template on the Case Card, head over to the Documents-view, click on the New button.

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The following dialog will appear with the Document Templates under a gray line, as below.

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You can open any Document Template you want by clicking on a file or a folder.

9.png

 

2. Opening a Document Template on Client Card

To open a Document Template on the Client Card, head over to the Documents-view, click on the New button.

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The following dialog will appear with the Document Templates under a gray line, as below.

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You can open any Document Template you want by clicking on a file or a folder.

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