This article outlines how to generate a file cover sheet from the Summary tab of a case. File Cover Sheets provide a summary of case information.
To create a File Cover Sheet:
- Go to the Summary tab of a case
- In the top right-hand corner there is a drop-down option titled ‘File Cover Sheets’
- Select the template you'd like to use
- Click ‘Open’
- The file will be downloaded within your web browser and saved to your PC.
For more information on how to upload and configure the format of File Cover Sheets see the section on System Setup.