How to Attach a Template to create a Case
- Click on Case icon from the left navigation bar to go to Cases main page. Select Add button from the task bar, it will take you to the case details window.
- Provide with all the basic information of creating a new case. There you will find an option for Case Template in Case Management Details. Click on it to select the Template you want to make your case on.
- Click on case template and it will show you all the templates created in the system. After selecting the template, click on save to create a new case with the template.