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List Templates

This article describes how to navigate to and list inspection templates in the Case Management module. You will learn how to find your existing templates and how to create a new inspection template using the plus button.

  1. Click Menu.

  2. Click Case Management.

  3. Click Inspection Template.

DOX system menu with case management and inspection functions

The Case Management module — note the three main functions marked with numbers.

  1. Your templates are displayed on the left.

New inspection template — create template in DOX business system

The New Inspection Template page — use the plus button to create a new template.