How to use the Template actions?

How to use the Template actions?

1. Template Action Usage: Users can edit, delete, and download templates according to their requirements.

2. Mark as Completed Functionality: When a caseworker finishes working on a template, they can mark it as completed. The completed template is then added to the document section for easy tracking.

3. Preview Template Feature: Caseworkers can view and update template content here. Documents open directly in Google Docs for seamless editing.

Leave a Comment

Discover how Immigration Speed and GP Speed can simplify and organize your entire legal processes