Upload a Template

How to upload template documents into CASEpeer.

• NOTE: This can only be done by a firm administrator or someone with the permission of Document Template Upload Center Page Access
• Navigate to the  Icon in the top right corner of your account and select Templates

     

• Click Upload.

     

• Drag over or click choose file and select the document file you wish to upload.
• Name the file.
• Select the context of the template. The context is important as this is where the template will be found within a case.
  • For example: If you're uploading a template going to a provider you'll select the Health Provider context. 

     

• Click Save.
• The template will appear in your list of templates.