Feature available on CASEpeer Advanced
Here's how to assign templates to specific offices and teams.
NOTE: This feature is only available for firms with Office Suite Reporting activated and can only be done by a firm administrator or someone with the Document Template Upload Center Page Access permission.
Navigate to the
Icon in the top right corner of your account and select Account Settings.
Select Templates.
Select the drop-down arrow in line with the template you'd like to assign to a specific office or team.
Select the Office and Team for which you'd like the template assigned.
Select Save.
The templates will now be available for use only for workers assigned to the selected Offices and Teams.