| From the Main Toolbar, go to Settings | |
| Select Document Templates |
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.
Once a template is selected from the Document Set Filter, the CAS default template can be downloaded
Click Settings and select Download.
This will download the template as a Microsoft Word document.
Templates used in CAS 360 are formatted using Microsoft Word.
See The CAS 360 Dictionary for all options you can use to customise your documents |
To upload your custom template, click Upload and locate your template from your computer.
Set a Default Template
Users are able to set a default template in the document template screen.
By setting a template as the Default, CAS 360 will have the template automatically selected in the Document Production screen.
Beside the document template, click Settings and select Set As Default.