How to use templates in a case

1. Firstly, if you have not already done so, complete your User keys. These keys are specific to you, and are used to automatically complete information in the templates. This step is only required once; when it is completed the values you enter are used for all your templates in all your cases.

   1. On the Main menu, click Settings then Account Settings.

      

      The Account Settings screen opens.

   2. In User preferences, click User keys.

      

   3. The Manage user keys screen opens.

   4. Enter your details in each setting then click Save.

      

2. On your case's Manage case screen click Templates.

   

   The Case template management screen opens

3. Click Create new.

   

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

   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.

   

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

   

   Note, if you have any Pick list keys then selecting an option from the menu automatically populates other settings in your template.

   

   The Case template management screen opens.

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