How do I Create/Open a Document Template?

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

1. Case Card
2. Client Card

Opening a Document Template on Case Card

To create or open a document template, head over to the Case Card, Documents-view, click on the New button.

This will bring down the following dialogue and the saved document templates will appear under the line as shown below.

To open a document template, first, find it in the list, or click on the folder it exists in. In this example, the document template is in the agreements folder. 

Click on the desired document to open it and it will open it in a new tab for you to start editing straight away. 

Opening a Document Template on Client Card

To create or open a document template, head over to the Client Card, Documents-view, click on the New button.

This will bring down the following dialogue and the saved document templates will appear under the line as shown below.

To open a document template, first, find it in the list, or click on the folder it exists in. In this example, the document template is in the documents folder. 

Click on the desired document to open it and it will open it in a new tab for you to start editing straight away.