Create a document template

Create a template to use for generating case action summaries or post case review documents.

Before you begin

Role required: admin

About this task

Document templates identify the information to be included in case action summaries and post case review documents. Create a document template to select, organize, and format the content included in the generated documents. You can create a new template or modify an existing template. Two document templates, CAS Template and PCR Template, are included with the Case Digests plugin.

Procedure

1. Navigate to All > Case Digest > Administration > Document Templates.
2. Click New to create a template.
   You can also modify an existing template by clicking the template name and opening the template form.
3. Fill in the following fields on the CS Document Template form.

   Table 1. CS Document Template field description

   Field	Description
   Name	The template name.
   Table Name	The table that contains the fields to include in the document template. Case Action Summary [sn_csm_case_digest_cas] Post Case Review [sn_csm_case_digest_pcr]
   Header Image	Click to add an image file to use in the document header.
   Footer Text	Text to include in the document footer.
   Header Position	The position of the image within the header: Left Center Right
   Body	The content to include in the generated case action summary or post case review document. Add content by selecting fields from the table identified in the Table Name field. Selected fields are added to the text editor.
   Internal content	The content in the case action summary that is for internal users only. This field is available if the Case Action Summary table is selected in the Table name field.

4. Click Submit or Update.