In CaseActive, the Library is like a treasure chest full of ready-to-use templates. They are there to help you work faster and keep things consistent. With these templates, you can get things done quickly without starting from scratch each time.

 You can create templates for:

• Feed
• Form
• E-sign
• Task

Here is the step-by-step process of creating a template:

• Login to your CaseActive account.
• Click the Admin button in front of the Hub you want to create case categories.

• Now click on “Library”.

• Now click on the respective section/button on which you want to create the template.

• Now click on the “+ New button”.

• Now, fill in the information required, and you have successfully created your template.