How to use templates which are not associated with a case

  1. On the main menu click Templates then Manage non-case templates.

    The Non-case specific template management screen opens.

  2. Click Create new.

    The Add non-case specific template screen opens.

  3. In Choose a template type, select the type of template that you want to add. This step is optional as it simply filters the list of templates that are displayed in Choose a template which is useful if there are a large number of templates.

  4. In Choose a template, select the template you want to create.

    Note, if you are unsure which to select you can select a name and if:

    • Template notes is displayed it means your administrator has included some notes or instructions so help you understand how to use the template.

    • Download sample is displayed it means your administrator has uploaded a sample document to provide you with an example of what the completed template looks like and which therefore helps you author it appropriately. Click Download sample to view it.

  5. Once you have selected your template, complete all the User keys and Case keys displayed on the right-side of the screen, then click Save.

    The Non-case specific template management screen opens

  6. If you want to download and view your document, click .