This documentation will teach you how to create a note using a template. Templates are designed in CaseActive to streamline the notes creation process by providing a predefined structure. Follow these steps to make a note using a template:

• Login to your CaseActive Account and click on the LOBBY button of the Hub.

• You will land on the user dashboard of that hub. From here, you can access all the cases in this hub that you have been assigned to. Now click the “Open” button of your targeted case.

• Click on “Notes” from the case categories section on the CaseActive hub’s left side. Then click on “+ New” to create a new note.

• From here, click “Templates” then select the template you want.

Note: The templates can only be created by admins and only roles that the admin grants access to will be able to see them.