(Dansk version)

Overview

Under each newly created case, you can automatically generate document templates (both template references and physical documents - see Documents - Template ).

Setting up template references

The document templates are defined per specific case type. Please, make sure the right template has been already uploaded to the template library.

1. Click DocuNote tab and select System Setup*.*
2. Navigate to your existing case type or create a new one by clicking Case Type on the ribbon bar.
3. Under Template folders and template documents box, click the Add>Add template*.*

1. In the appeared dialog bog, select the template of your choice.

1. Click OK.

Now, you are ready to generate the template references.

<aside> ⚠️ Please note:

• The document templates are generated only under newly created cases.
• Make sure, your case is based on the case type you set up previously. </aside>

Publishing template references

Also, instead of template references, you can generate physical documents. For this: