Creating Template Groups

Open the Document Library

1: Click Admin in the menu.

2: Select Document Library from the drop-down menu - the Document Library will open.

Add a Template Group

1: Click New.

2: Select New Group from the drop-down menu - the Group window will open.

Edit the Details

1: Type a Description and select Debt as the Case Type.

2: Tick to Open the Group by Default when the Document Library is opened.

3: Click OK to save and close the window.