This case summary template is perfect for team meetings or reporting to customer service leads. With one click, you can create a summary document with all the details you need about your highest-priority cases. This template includes standard case fields like number, description, case owner, and contact information. It also pulls in Activity History and recent Chatter posts.

Output Type: PDF


Download this template in 3 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs