Creating a Builder Catalog Model and Associating It with a Matter Type

In Builder, a catalog model is a specific group of templates and variables (or merge fields) that correlate with your matter types in Actionstep. For example, an Estate Planning catalog would include documents like a will, trust, living will, and power of attorney document. It also includes all the variables and formulas that are used to create these documents.  

When you create a new matter type in Actionstep and then sync your work with Builder, you must create a catalog model and associate it with the new matter type. This makes the custom participant and matter fields in the matter type available for you to use in your templates.  

NOTE: Catalogs created from Actionstep matter types have a special icon as well as an as:mt_ prefix, followed by the name of the matter type, like this:
  

To create a Builder catalog and map it to an Actionstep matter type: 

1. Access the Builder Online Workspace. (See Accessing the Builder Online Workspace.) 
2. Click Catalog in the global menu bar. The Data Catalogs dashboard appears, and on the left side of the page, you can see a list of existing catalogs.  
3. Click Add a new catalog, located at the bottom of this list. The New Catalog window appears. 
4. Enter a Name for the catalog.  
5. Click the Type drop-down list and choose one of the following options: 
   • If you want to associate the catalog with a matter type in Actionstep, find and select the matter type. Actionstep matter types in this list have the as:mt_ prefix.  
     TIP: To quickly find these matter types, type as:mt_ into the search field and the list of options will be filtered to show only those items that match.
   • If you want to create a new catalog separate from Actionstep, select (new).  
6. Optionally, select Grant access to everyone by default if you want to make this catalog available to everyone in your firm.  
7. Click OK. The catalog is added to the list of catalogs. 

   
   The following additional steps apply only if you plan to use the Builder interface to generate documents (rather than generate documents from a matter).  
   
   

8. In the Details section, complete the following information: 
   • Item detail template: Use this field to add text or other instructions that will be displayed on the main Catalog view under the catalog title. You can include Builder variables in this field to better customize the information. 
   • Create record label: Use this option to customize the label on the Create Record drop-down list when viewing the catalog.   
   • Apps on this catalog: Shows the apps associated with this catalog. (See Creating Builder 'Apps' to Use When Generating Documentsfor more information.) This group of options also allows you to:  
     • Enable or disable the app for use by selecting or clearing Enabled. 
     • Access previous versions of the app by clicking the “Live” Version drop-down list and choosing that version. When you select a previous version, that app will be used when users create records. When switching between versions, you can rename the version.    
9. When you’re finished making changes, click the Save icon. 

What’s next:  

• Create and automate your templates. 
• Assemble your Builder documents.