Print

Document Templates

Document templates can be added to the system in order to assist users when drafting correspondence. They are used to save time, to standardise documents across your organisation, they can include letter heads, mail merge fields and can be assigned to different case types or specific teams.

Did you Know?

The following information will describe how to:

• Add a Document Template
  • create a document with mail merge fields
• Modify a document template
• Archive a document template