Document Templates
Upload reusable document templates here. Client documents live under each client.
Working with templates
- Add a template: drag & drop a file onto a tab — or onto a folded tab's header. You can also click an empty tab to browse for a file.
- Supported files: PDF, JPG, PNG, DOCX, and TXT — up to 25 MB each.
- Reuse a template: open a client's case from the Clients page, then drag a template into one of their tabs — it's copied there and the original stays here.
- Translate on export: when you export a case with “Include translations”, each document is translated into English (DOCX keeps its layout; images/PDFs get an English overlay).
- Client documents aren't shown here — they live under each client on the Clients page.