Using Matter Templates

If you find yourself customising matters regularly, you can set up templates and save time entering matter information.

You can use templates for any reason, common uses are:

• Working with many lots in one development, just enter the seller, property, relevant parties just once
• Activate uncommon fields, such as Insurer, Inspector, Barrister
• Set Fee Earner and Person Assisting
• Set billing type

Matter templates will appear at the top of the list of matter types when creating a new matter, along with your favourites. 

Create a new matter template

1. From the Smokeball tab, select New Matter.
   
2. Select the Matter Templates tab, then select Create Matter Template.
   
3. Select the Practice Area, then expand the folder to find the matter type you wish to create a template for. Then, select Next.
   
4. Enter a name for your template and enter a Category (this will create a folder, so you can have multiple templates under one Category), then select Save. 
   
   If the category does not already exist, it will be created after selecting Save.
5. Select the gear icon on the top bar to open the Matter Settings window, where you can add or remove specific fields. Select Save.
   
6. Fill in any fields as desired, then select Done.

Use a matter template when creating a new matter

When creating a new matter, you can apply the matter template by selecting the Matter Templates tab. Expand the category folder to select the matter, then select Next or Create.

To gain easy access to frequently used matter types, you can set them as favourites.