Navigate to the case or document folder, and do one of the following:
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On the ribbon bar, select New*,* and then select Create document from template:
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Using navigation tree in the left pane, right-click the case or the document folder, and select Create using template from the context menu:
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When inside the case or document folder, right-click in the explorer window, and select Create using template from the context menu:
<aside> 💡
Tip:
- You can also use the shortcut keys Ctrl+Shift+O, which create a document from a template at your current location if possible. </aside>
