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Templates are predefined documents that contain commonly entered information and from which new documents of that type can be created. Templates save time by reducing user input to only the data required for a specific transaction. Note that Templates do not store header information such as Client name, status, element, etc. as these are unique to each document.

In the case of instructional documents, such as Briefs, Amendments or Billing Instructions, Templates will only remember the text details entered in the body of the document.

In the case of transactional documents, such as Job Bags, Cost Estimates and Invoices, the Template will only remember the line items added, e.g. task lines in a Job Bag or work type lines in a Cost Estimate and Invoice.

In this example, a Brief is going to be used to as an example of how you can create templates in Chase.


Below are steps to show you how to create Templates in Chase.

Step-by-step guide



  1. With the document that you want to create a template from open, ensure that any common information that will always appear in this document type is entered.

  2. Click the More button on the Toolbar.



  3. From the drop down that appears, select Create Template.



    A Create Template dialog will appear where a template is required. 

  4. Enter a template name.

    In this example, TV AD Brief was entered.



  5. Click the OK button.



    The Template will be available when creating the next document of the same type from the Templates section of the Add New screen.