How do I Create/Open a Document Template?

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.

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

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

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.

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

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