Page Comparison

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1. The name of the template.
2. The document category assigned to the template.
3. The document sub-category assigned to the template.
4. The envelope template attached to the template.
5. Whether the template is archived.
6. The display folder in which any documents creating using this template will be placed on the Documents page.
7. The Template Group into which the template has been placed.
8. Used with Time Tracking. If you do not track the time spent in cases, leave this field blank.
9. Used with Time Tracking. If you do not track the time spent in cases, leave this field blank.
10. Used with Time Tracking. If you do not track the time spent in cases, leave this field blank.
11. The Case Groups in which this template will be available.
12. The Case Types in which this template will be available.
13. The format of a document created using this template. The options for a Word template are Word by Default, PDF by Default, and PDF Forced.

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