Batch templates
Batch templates run the same template against many cases at once. Select the cases, click Autofill in the batch bar, pick the template, then Generate Batch — one output per case.
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Batch templates run the same template against many cases at once. Select the cases, click Autofill in the batch bar, pick the template, then click Generate Batch in the modal — one output per case.
What you need
- Multiple cases that need the same template
- A template that works against those cases
When to use batch
Batch is for cyclical work — month-end statements, weekly status reports, batch invoice exports. Anything where the same template runs against a known set of cases.
Step by step
- In the dashboard inbox, select cases using the row checkboxes.
- In the batch action bar, click Autofill.
- Pick a source template.
- (If the template has form questions) fill them in.
- Click Generate Batch.
- The system processes each case in sequence and produces one output per case.
- Download the outputs from each case's Outputs section.
Cases selected23
TemplateMonthly Statement
Form questions0
Outputs produced23
Downloadper-case