To create a template using an open case, enter all data in the fields of the case that you would like the template to propogate. All fields can be saved in templates. Click the Save Template button located in the toolbar or select the File menu, then Save as Template. In the box that appears, enter a name for the template and click Save.
The template will now be available for everyone at your site once they have exited out of and restarted Toxicall®.
Note: Remember that in order for the Case Notes to be editable for the next user, you will need to keep them in the Case Notes section, as opposed to saving them up to the Historical Notes.