Creating and Editing Matter Templates

Modified on Mon, 13 May 2024 at 01:01 PM

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If you regularly create matters that include the same details (such as party names), you can create a template that then allows you to reuse this information for each similar matter you create. This can save you time and effort. 


NOTE:  Matter templates can only be used with matters of the same type. For example, if you create a template for litigation-type matters, it cannot be used to create family court-type matters.





Creating a Matter Template


To do this:

  1. In Actionstep, click the global Create button. A window appears showing the different items you can create. 
  2. Select Matter from the Matters section. The Create Matter window appears.
  3. Choose the matter type you want to use as the basis for this template. You are taken to the next step in the Create Matter process. 
  4. Enter a Matter Name.
  5. Click the Status drop-down list and choose Template
  6. Provide any other information that will be common across the other matters that will be created from this template.
  7. When finished, click Save to save your changes. 



 


Editing a Matter Template


Once you've saved a matter as a template, you can use it with any matter type it's associated with. If you need to change the template, you can. 


To do this:

  1. In Actionstep, use the Quick Search box to search for and select the matter template you want to edit. (See Using the Quick Search Box to Search for a Matter or Contact for help.)
  2. Make your changes in matter. Remember, any information you enter will be available for any future matters you create from this template.


NOTE:  Matter templates are only applied as you create new matters. If you update a matter template, it will not change any of the existing matters you have created using that template. Those changes will only be applied to new matters you create with the template.

 


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