How to upload template documents into CASEpeer.
NOTE: This can only be done by a firm administrator or someone with the permission of Document Template Upload Center Page Access
Navigate to the
Icon in the top right corner of your account and select Templates
Click Upload.
Drag over or click choose file and select the document file you wish to upload.
Name the file.
Select the context of the template. The context is important as this is where the template will be found within a case.
For example: If you're uploading a template going to a provider you'll select the Health Provider context.
Click Save.
The template will appear in your list of templates.