How to use templates which are not associated with a case

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

    The Non-case specific template management screen opens.

  2. Click Create new.

  3. 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 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.

  4. 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

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