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This will bring up a panel where you can name the template and select its category and subcategory. You can also put it in a template group, but since template groups already automatically include templates based on their names, this is generally unnecessary unless you want to put the template in a group other than the ones its name would already put it in. See the Document Templates administrative page for details. There is also a checkbox you can select which will mark the template as archived, but all that does is make the template unavailable for use in generating documents, so you probably should avoid doing so when initially creating a template. Once you click Save As in the panel, the template will be saved in the SmartAdvocate system and (if it is not archived) can be used to generate documents for any case.
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