In CaseActive, the Library is like a treasure chest full of ready-to-use templates. These templates cover different tasks such as managing your feed, making forms, using e-signatures, assigning tasks, and marking locations. 

They’re there to help you work faster and keep things consistent. It’s like having a handy toolkit at your disposal. 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 on the “Admin” button in front of the App you want to create case categories in.

• Now click on “Library”.

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

• Now click on “+ New” button.

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