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This lesson will show you how to create a document from a template on SaasCaseAgileCase.
Go to Docs & Comms tab
To create a document first fo to the docs & comms tab then select "Docs" on the secondary toolbar. This will take you to the documents tab. On the documents tab, click "New" to create a new document.
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Your document will now be produced using the template, with the mergefields filled out using data from SaasCaseAgileCase.
Once you have built up your library of templates you will be able to create any standard email in this manner, allowing to make a huge time saving through all the marginal gains you will make.
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