Matter Templates

Matter Templates

 

Matter templates help you when you have a multiple matters that require the same information every time. A template can be set up for one specific client that has multiple matters or for a matter type that always has specific fields.

 

How to create a Matter Template:

1. From the Home Screen: Action Bar, select New Matter

 

2. Select the Templates tab and select "Create Matter Template"

 

3. Navigate to the sepecific matter type and create or select options on the right (if applicable) to open the matter

 

4. Create a Name for the template

 

5. Enter in appropriate information and add/remove specific fields and select done

 

6. Once template is created, you use the matter by selecting it under your templates

 

Did you know...

 

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.