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This article applies to:

  • Product: case-center

Create a case from a template

Your administrator can set up a template case. When you create a case from a template, the front page, category, sections, invitees, and sub-bundles can appear automatically.
Follow these steps to create a case using a template.
  1. Select the
    Create a case
     button.
  2. Select the template from the dropdown and complete the required fields.
  3. Select
    Create
    .
    This message appears: 
    The Case and Master Bundles have successfully been created from the template. We will continue the rest of the process in the background and notify you when complete.
You can begin to use your case now, but some background processes will continue, the case creator will receive an email to confirm that the case has successfully been completed with all bundles and sections created, and users invited.
The email will also include a link to access the newly created case.