Add or remove documents from your standard forms for easy access within a case.
Standard forms are located on the sidebar of every page within a case. They can be used to easily download and print documents.
If there is a form you use that's not located under standard forms or a form that you would like to remove follow the steps below.
Go to Admin > Documents.
Select the Document
you would like to edit.
Note: If you don't see the document listed here, it's probably a global form, which will need to be edited by Customer Support. Email us at email@example.com or call 1-800-692-5111!
Check or Un-Check the box for Show as Standard Form.
That's it! The template will either be added or removed from your standard forms.
Need More Information?:
Need Help? Email us at firstname.lastname@example.org or call 1-800-692-5111!