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Templates let you use the data stored in your AgileCase system to automatically populate documents.
How to create templates
Templates are created using simple Moustache syntax. This allows you to pick data out of your AgileCase system, place it as a field inside your template and then use it to populate templates.
The process to create a template is simple and the tools within AgileCase make the process easy and intuitive.
The following instructions detail the process of creating templates on the AgileCase system.
Creating a new Template
Choosing Fields
Creating Documents from a Template
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Creating your Document Template
Open Microsoft Word (or other compatible Word Processor) and load the document that you are going to turn into a Template for use on AgileCase.
Alongside this, open AgileCase, locate a Case that contains the information that you’d like to populate your Template with.
Once within the context of a Case, choose the “View Merge Fields” helper tool from the Mini Details tools dropdown.
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When you select the “View Merge Fields” Option you’ll see a list of Fields that contain the data of the Case you have chosen.
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Locate the Field(s) that you would like to add to your Template, once you have found the correct field, click on the Copy Tool icon beside the appropriate row.
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At this point, AgileCase will store the Field Token of the Field you have clicked on in your clipboard and you can go to Microsoft Word and Paste the template into the appropriate location.
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Repeat the steps above, copying and pasting the appropriate Field Tokens into your template until you have the required fields within your Template.
The next step is to upload your Template into AgileCase for use.
Creating a new Template on AgileCase
Within Site Admin, choose the “Doc & Email Templates” option from the left hand navigation.
Uploading a Template
One you have your completed Template you can now upload it for use into AgileCase.
Within Site Admin, choose the “Doc & Email Templates” option from the left hand navigation, then click the “+ Add Template” button.
Complete the fields, giving the Template a meaningful Name and Description, upload the Template by clicking the “Upload” button and choose the appropriate Work Types that you want to enable this document for.
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Once finished, click on the “Add Template” button and your Template will be shown in the list of Templates inside your AgileCase system.
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Creating Documents from a Template
To create a populated Template visit a case with the appropriate information completed (e.g. the case that you used above for the Merge Field Helper tool).
Click on the “Docs & Comms” option from the left hand navigation and “+ New” → “Create Document”
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From the Template Selection screen, choose the Template that was uploaded in the previous step and click “Save”
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This will create your document, merging the Data held within the Case with the Template you have created.
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Clicking on the Document Name will download the Document to your local computer for opening in Microsoft Word.
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The document is now ready to be printed, emailed, or shared within AgileCase.