Case Management Supervisor – Standard Documents

Recommended for Case Management Supervisors and System Supervisors

Delivered online via video conference

Duration is 90 minutes

About this course

Standard Documents

  • What Are Standard Documents?
  • Add Document Page Fields
  • Creating, Filtering & Editing Standard Documents
  • Linking & Unlinking Dossier Fields
  • Designing, Previewing & Deleting Standard Documents
  • Adding & Editing PDF & Excel Documents
  • Producing & Saving PDF & Excel Documents
  • Add Current Document

Include Documents

  • What Are Include Documents?
  • Creating Include Documents
  • Uploading An Existing Document To An Include Document
  • Editing & Deleting Include Documents
  • Overwriting & Designing Include Documents
  • Previewing Include Documents
  • Placing Include Documents Into Standard Documents

If & Ask Statements

  • What Is An If Statement
  • What Is An Ask Statement
  • Creating Statements In Existing Document Templates

Item Types

  • What Are Item Types?
  • Creating Item Types
  • Editing & Using Item Types

Email Templates

  • What Are Email Templates?
  • Creating Email Templates
  • Editing Email Templates
  • Sending An Email Using Email Templates