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by CaseActive Team

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.

Contents

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Related Docs

Assign Cases To Your Team Members How Do Announcements Work?How To Create An AppHow To Create Or Modify Cases Through The Ui MenuHow To Invite Clients To Caseactive?How Users Create A New AccountHow To Create And Assign Cases?Invite/Add Your Team To CaseactiveBreaking Down FunctionalitiesOverview Of Key Features Of CaseactiveUnderstanding Caseactive App DashboardWhat Are Case Types And How To Create Custom Case Types?What Is Caseactive?What Is Library In Caseactive And How To Create A Post Template?How Admins Manage User Assignments To CasesHow To Assign, Modify Or Remove User Assignments With The Import Tool?How To Assign Or Remove User Assignments With Existing Cases?How To Assign Users While Creating A CaseHow To Auto Assign Users With The Public Signup Link?How Admins Manage UsersHow To Create And Modify Users With The Ui?How To Create Or Modify Users With The Import Tool?How To Create Roles And Assign Custom Roles?How To Create Users With A Signup Link?Payment Plans And Its DetailsHow To Log In?

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