Where Do I Find All of My Firm's Templates?

All of your firm's templates can be found under Template Management. 

• NOTE: This can only be accessed 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

• This will take you to the Template Management Center. Here, templates can be uploaded and updated.  

• Here's how to generate templates on a case.