Assign Templates to Specific Offices and Teams

Feature available on CASEpeer Advanced

Here's how to assign templates to specific offices and teams.

NOTE: This feature is only available for firms with Office Suite Reporting activated and can only be done by a firm administrator or someone with the Document Template Upload Center Page Access permission. 

• Navigate to the  Icon in the top right corner of your account and select Account Settings.
• Select Templates.

• Select the drop-down arrow in line with the template you'd like to assign to a specific office or team.

• Select the Office and Team for which you'd like the template assigned.
• Select Save.

The templates will now be available for use only for workers assigned to the selected Offices and Teams.