Document Templates

CAS 360 allows you to edit and customise existing documents through the Document Templates.

Navigation

From the Main Toolbar, go to Settings
Select Document TemplatesScreen_Shot_2019-03-14_at_10.45.47_am.png

Document Set Filter

In the Document Set Filter section, select a template to edit.

The search field can be used to locate templates.

To begin editing a template, select a template from the Document Set Filter section.

Select your Jurisdiction

Select the required Jurisdiction. Changing the Jurisdiction will allow users access to the document templates related to that jurisdiction.

How to edit a template

Once a template is selected from the Document Set Filter, the CAS default template can be downloaded by clicking Options and selecting Download. This will download the template as a Microsoft Word document.

  • Templates used in CAS 360 are formatted using Microsoft Word.

To upload your custom template, click Upload and locate your template from your computer.
 

Users can attach a label to an uploaded template. When in the Document Production screen, you will then be able to select the document template to be used by selecting the label name.

Supported Fonts

Users can use the following fonts when customising document templates:

  • Helvetica
  • Helvetica Neue
  • Gill Sans
  • Calibri
  • Calibri Light
  • Garamond
  • Georgia
  • Tahoma
  • Verdana
  • Comic Sans
  • Arial
  • MS Reference Sans Serif

Set a Default Template

Users are able to set a default template in the document template screen.

By setting a template as the Default, CAS 360 will have the template automatically selected in the Document Production screen.

Beside the document template, click Options and select Set As Default.

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