Template Management


Steps for Template Management

To access template management screens, select “Template Management” in the Administration menu.


 

 

Document Templates

  1. Upload templates for each of these categories by selecting them.
  2. Select the case type and use the “Add Template” button to select them from the computer and upload them to the SpineLegal System.
  3. Template Mapping can be done through Word Plugin by the administrators or Spine Support to do the mapping.

SMS Templates

  1. New SMS message templates can be defined using the right-hand panel.