Home‎ > ‎Cases/Matters‎ > ‎

Printing Case Information

There are two options for printing information about a case from the main profile: print profiles and document templates.

Document templates are created by site administrators, and appear on the "Documents Template" tab of a case (site administrators control the name of the tab, so the name could be different). Templates generate documents, inserting information from the case according to field markers in the templates.

Print profiles are created by site administrators and typically appear on the Views menu of a case. Print profiles display a printer-friendly page that can be printed using your browser's print feature.

The Views menu on a demonstration site showing example print profiles:

Graphic: Printing Case Information