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.
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.