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Overview of Templates
AgileCase allows you to create your own templates for documents, e-mails, and any other purposes you may have to send templated information, providing you with a massive opportunity to streamline your business processes.
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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 guidein detail on the AgileCase Template Syntax page.
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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Merge Fields. This is the most commonly used option where users can locate a field from within their system and use the Copy option to store the location of that Field for use inside document, email, SMS and other types of Template.
XML View. This view shows all of the Case Data available on the Merge Fields page but as an XML file which can be used when integrating with other systems, or exporting the data for use elsewhere.
JSON View (Coming Soon). Similar to the XML View, the JSON View gives you access to the same information except in a JSON format which many systems now use as their primary import / export mechanism.
Advanced Topics
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Custom Templates
Alongside our powerful built-in Document Creation option, AgileCase v2 also offers the ability to create Custom Templates on your system.
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