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There are many more advanced tokens to discover which let you output special values such as current user name, or format values in different ways such as outputting a number in words. These are described later in this guide.
Creating
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a Document Template in Microsoft Word
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.
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The next step is to upload your Template into AgileCase for use.
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Adding your new Template on AgileCase
Within Site Admin, choose the “Doc & Email Templates” option from the left hand navigation.
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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
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a Document using your new 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).
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