Matter Templates

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...

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

Comments

Article is closed for comments.