How to create new documentation from a template

Prerequisites

1. User has the role: x_steas_uh_core.case_worker

2. User is assigned to the case they want to create a document on

3. User has English as their chosen language

4. Logged in user has access to the process being worked on

Steg

1. Open the case in UH Workspace

2. Navigate to the related item: “Documentation”

3. Click “New documentation”

4. Under “Choose templates”, select a template

5. Click “🡨 Add selected template”

6. Click “Next”

7. (Optional) Change the title under “Title”

8. Select a Documentation type under “Documentation type”

9. Click “Next”

10. Click “Create”

A new registration has been added to the list below “Documentation”