Download Template:

Caseworkers can download multiple files simultaneously by selecting checkboxes next to the desired files. Check the boxes next to the files you want to download, then use the “Download” feature to save them to your device.

Send Template:

Caseworkers can share templates with other caseworkers. Choose the template you want to send, then use the “Send” feature to share it with a specific caseworker.

Move Template:

Caseworkers can organize templates by moving them to different folders. Select the template you wish to relocate and utilize the “Move” functionality to place it in another folder of your choice.