Steps for Template Management
To access template management screens, select “Template Management” in the Administration menu.
- Upload templates for each of these categories by selecting them.
- Select the case type and use the “Add Template” button to select them from the computer and upload them to the SpineLegal System.
- Template Mapping can be done through Word Plugin by the administrators or Spine Support to do the mapping.
- New SMS message templates can be defined using the right-hand panel.