CAS 360 allows you to edit and customise existing documents through the Document Templates Screen.
| From the Main Toolbar, go to Settings |
|
| Select Document Templates |
|
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.
How to edit a template
Once a template is selected from the Document Set Filter, the CAS default template can be downloaded by clicking
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 into CAS 360, click
and locate your template from your computer.
You will need to 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.
See The CAS 360 Dictionary for all options you can use to customise your documents