Template documents are quick references to template library which are automatically generated at the case creation. They can be of great help, if you want to have some predefined documents fall in certain places. Visually, they differ from regular documents being highlighted in pale green and having no version assigned.
For more information about how to set up template documents, see Setting up document template references.
Double-clicking the template document activates the document creation. After the document has been created, the template document is removed.
<aside> ⚠️ Please note:
Although the template documents are just virtual references, you can accomplish some common tasks by right-clicking them (like View template, check Properties, Send shortcut, etc.).
