In the Penneo Desktop Application, it is possible to create case file templates.
A template can contain a wide arrangement of options that you can apply at a later time so that you don't need to fill in the same information and options every time.
Note that this function only exists in the Desktop Application. If you haven't downloaded it yet, you can find it here, along with the introduction guide: How to install, set up, and use the Desktop Application to create case files.
- What can be saved in a case file template
- How to create a case file template
- How to use a case file template
- How to delete or change a case file template
What can be saved in a template
In section 1, called Case File, it is possible to save all the information from the fields, as well as the options available.
In section 2, called Add Documents, you can save a document.
However, this option will only work if you use the same file and you haven’t moved it to a different location on your computer.
Moreover, the roles of the signers will only be saved if you use the same document.
In section 3, Add Signer, everything can be saved except for the signers' roles.
As mentioned, it is only possible to save the signer's role if you are using the same document each time you want to apply a template.
If you want to save copy recipients or other options on the second page of the case file creation in the Desktop Application, you have to fill in the required fields as usual.
Then, click Next.
Here, you can save everything in the template, even custom emails.
Create a template
- To create a template, the first thing you need to do is fill in which settings you want to be saved. For example, you can choose a certain amount of signers for your template or a specific case file name. Please note that you need to fill in all the required information on the first page of the case file creation (e.g., email template, copy recipients, etc.).
- Continue to the second page by clicking Next.
- Once you have added or edited what you want to be saved on the second page of the Desktop Application, return to the first page by clicking Back and remove anything you don’t want to be included in your template before saving it.
- To save your template, click on Advanced options, name the template, and click Create template. Your new template should now be saved.
Use a template
- Before using a template, make sure to clear all the fields. You can easily do this by clicking Advanced options and then Clear fields.
- To apply your template, click on Advanced options and Select template in the menu that appears. Select your template of choice. If you are unsure of which template you want to use, you can always click on View more details (found under Use Template) to identify the template that you are looking for or that is best suitable for your specific use case.
Delete or change a template
It is unfortunately not possible to change an existing template.
If you wish to change a template, we recommend applying the template you wish to change; then, make the changes you want and save it as a new template.
To delete an old template, go to Advanced options, Select template, and then View more details on the template you wish to delete.
In the bottom left corner, you will find a Delete button.
Confirm your choice, and the template should get deleted.