Matter Templates

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.

Matter Templates Overview

When creating a matter, you may have noticed that there is a 'Template' field available, as per the screenshot below. 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 Matter Templates

To create a template:

1. Set the 'Status" of the matter to 'Template'.
2. The name of the template will be taken from the name of the matter used to create the template.
3. If you change the name of the matter, this will also be reflected in the templates name.

Editing Matter Templates

Once you have saved a matter as a template, it is usable. So if you want to make changes to a matter template, all you have to do is find the matter and make changes to it. 

Search for the template as you would any other matter, ideally, using its name. Open it and change the participants and or matter data that you want to change. 

• Matter Screen Overview
• Matter Overview Panel Explanations