Document Templates List

Document templates provide the foundations for the different kinds of new documents that can be created in Case Manager, see Templates for information about document templates.

Document templates are managed at the Documents Template Lists, which you can find by selecting Lists > Documents Template Lists from the main menu.

The template list has standard grid tools including grouping, see List tools for details.

You can select a category to restrict the display to the templates available for this category.

Document templates can also be created at the Documents Template Lists. See Text templates,  Word templates and Other templates for instructions about creating each type of template.