In this article, you will learn about creating and using 'Matter Templates'. Setting up Matter Templates can improve efficiency drastically if you find yourself creating multiple matters with the same parties and custom data values.
When creating a matter, you may have noticed that there is a 'Template' field available, as per the screenshot above. This field is used when you frequently create matters with the same details, such as the parties, custom data, etc.
When you select a 'Matter Template', it will populate the parties section and custom data fields with information from the template.
Creating a Matter Template
To create a template, set the 'Status' of the matter to 'Template' when creating it, as per the screenshot below. The name of the template will be taken from the name of the matter used to create the template. If you change the name of the matter, this will also be reflected in the template's name.
You can also create templates from existing matters by accessing the Matter Properties via the banner and updating the 'Status' to 'Template'.