Matter templates help you when you have 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:
- From the Home Screen: Action Bar, select New Matter
- Select the Templates tab and select "Create Matter Template"
- Navigate to the specific matter type and create or select options on the right (if applicable) to open the matter
- Create a Name for the template
- Enter in appropriate information and add/remove specific fields and select done
- Once template is created, you use the matter by selecting it under your templates
Did you know...
- You can create a Matter Type Favorite of any templates as well