- In CaseLines you can create template cases that can be used to quickly make new cases in the future.
- Creating a case from a template will copy the Sections, Home Page and Invite list from that template.
- Creating template cases is easy, just follow the usual process of case creation but mark the case as a Template Case on the first case creation screen.
- To learn more about template cases, read our quick reference guide to Templates.
Modified on: Thu, 16 Jul, 2020 4:41 PM
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