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In order to add a document template to your firm, go to the Admin tab and access the Document Templates sub-tab. From this screen, click the +Template button:
Find the document on your computer that you want to upload as a template and open it. Add Templates window is displayed.
From this window you can change the Title of the template, choose a Category, choose a Type for the document, see the size of the file, and click the check-boxes to have the template prompt the user for “To” information and/or prompt for case note "start" and "end" dates when the template is used. You can also click the Browse… button to upload more document templates at the same time.
Note: Do not use special characters in the title, such as quotation marks, to avoid future errors with the template.
Once you click the Upload button, the template will be listed with all other existing Document Templates in Gardiant Works.
If you need to change something on a template, click Edit at the end of the line with the document template in question and the Edit Document Template screen will be displayed:
From here, you can change the Document Name/Title, Category, Document Type, and whether to prompt for “To” information or for case note "start" and "end" dates.
You can also download the template and make changes to it in Microsoft Word. Use the Gardiant Word Add-In to save the updated template.
If you want to delete a template, find it in the list of Document Templates and click Delete. Confirm your choice by clicking Yes:
The template is now removed from this admin list and also from the list of available templates in the Documents tab of cases.