Standard Documents

OmbuDesk offers the possibility to store standard documents in the admin area.

What actions are available for standard documents?

1. Add new document: You can add a new document via the green plus symbol at the bottom right edge.
2. Change document name: You can rename a document via the pencil symbol next to the display name of documents.
3. Delete / Open document: You can delete a standard document via the red trash can symbol or open it via the green arrow.

Where can you use standard documents?

When you write a message to one of your parties, you can easily add a standard document.

Follow these steps:

1. Open a digital case file.
2. Select the "Write message" quick action.
3. Click the "Add document" button.
4. Switch the view to standard documents.
5. Select the desired standard document to add it.