Overview

DocuNote allows you to link templates to specific case type. Later, when initiating document creation procedure inside the case of the specific case type, the list of suggested templates will be available to you. For details about creating documents, see User Quick Guide (Dokumenter - Opret dokument).

Finding your settings

Before you start using case templates, please check if appropriate permissions are set up:

  1. Click DocuNote, and then click System Setup*.*
  2. In the left navigation panel switch to Roles and Permissions*.*
  3. Click Roles and edit the Module Role*.*
  4. Check if the following permissions are enabled under Template section:
Permission Description
Manage templates Allows you to upload templates
Manage template folders Allows you to create template folders and subfolders
Manage template permissions Determines whether you can assign permissions to other users for managing templates.
  1. Click Save to apply your changes, if any.

Linking templates with the case type

To assign a template to the specific case type:

  1. Click DocuNote and select System Setup*.*
  2. Navigate to you existing case type or create a new one by clicking Case Type on the ribbon bar.