The document templates are uploaded to your firm's profile by your admins.
In order to add a document template to a case, go to the Documents tab, click on the +Document button, and choose From Template:
Search for the template you want to use either by typing the title (or part of the title) of the template in the search box, or by choosing the category from the left-hand side and scrolling to find the one you want:
If the template is a letter that requires a specific contact name or address, then it will ask you to Pick Contact from those listed on the case so the correct information will be merged.
If the template is a form or report (with no merge except worker name/claim #) then click Create and Edit.
If the template is set up for you to be able to insert case notes for a specific time frame, you will first have to Pick Dates for the range the case notes will be filled out on the document:
When selecting Pick Dates, you will be asked to select the dates you are interested in getting the case notes for (the default is 31 days):
After the Word document opens, you may be asked to fill out fields that could not be merged. You can leave those blank but you MUST go through the step of clicking Replace:
Give the document a name, choose the category where it will be saved, and then click to Upload to Gardiant Works:
As you are working on a document, we recommend that you use the Save changes to Gardiant Works as often as possible to save your work instead of just saving it once at the end:
When you Save changes to Gardiant Works, your changes are saved straight to the document that is in Gardiant and you will see a message that tells you when the document was last saved.