Steps Template 

1. Log into Case Manager.
2. Select Admin tab.
3. Click Manage Models node and select Templates Models tab.
4. Click Create new and select Steps Template. 
   1.  The Steps Template allows users to add a button within a section of Custom Content Models or Process Models.
      1. Once the button is clicked, users are redirected to the full form. 
5. In the Template Details pop up, add information to the following fields: 
   1. Name (Required)
   2. Description
   3. Note
6. Click Start.
7. Click Add CUSTOM FIELDS then drag and drop available Custom Fields Components to build form.
8. Once complete, click Save then click Publish. 

Component Template

1. Log into Case Manager.
2. Select Admin tab.
3. Click Manage Models node and select Templates Models tab.
4. Click Create new and select Component Template. 
   1. The Component Template allows users to add the template as a section in Custom Content Models or Process Models for users to complete. 
5. In the Template Details pop up, add information to the following fields:
   1. Name (Required)
   2. Description
   3. Note
6. Click Proceed.
7. Drag and drop available Custom Fields Components to build form.
8. Once complete, click Save.
9. Click Add to ensure template is an available option in the Components list.