Associating Builder Templates with a Matter Type (Admin)

You can add the templates you’ve created using Builder to the matter types that use them. To do this, you must identify the app that your users will use to generate the documents associated with the matter type. 

Apps determine which questions are needed (based on the contents of the underlying template) and then create and save the related document(s). For example, if you are creating a collection of Estate Planning documents, you can use a single app to ensure all the related documents are generated. Similarly, if the template will be used in isolation, it may be assigned to its own app. (See Creating Builder 'Apps' to Use When Generating Documents for instructions on setting up an app.)   

When associating an app with a matter type, you will indicate which app will be used to gather the information needed to complete the document(s). You will also indicate that Builder be used to generate the completed document(s). If the templates referenced by the app can be used for party-related tasks (like sending cover letters, etc.), you can associate it with specific matter type roles.  

Before you begin:

To ensure the apps you want associated with the matter type are available for selection, make sure the following options are set in the Builder Online Workspace. (If you don't see these options, please contact your admin for help)

• Click the Designer tab. Then, select the catalog in the Elements list. Click the Apps tab, and select App is designed for access by external users. Click the Save icon to save the changes. 
• Click the Catalog tab. Then, select the catalog you want to enable in the left pane. In the App Settings (Per Catalog) section, select External Access for each app you want to make available. Click the Save icon to save your changes.
• Click the user icon in the top-right corner of the page and choose API keys from the menu of options that appears. Click the edit icon to edit the details. In the Permissions section, select the Read/Write Access checkbox for each catalog you want to enable. Click OK to save your changes. (If you don't see this option, please contact your admin.)

To associate templates with a matter type: 

1. In Actionstep, go to Admin > Matter Types. 
2. Click Settings for the matter type you want to associate with the Builder template. 
3. Click Manage for the Document templates section. The Templates List appears. 
4. Click Add a new template. The New Document Template page appears.  
5. Complete the information on the page: 
   • Name and Description: Enter a template name and optional description. 
   • Default folder: Choose where the template will be located within the Documents page folder structure.  
   • Template Engine: Choose Builder. 
   • App: Choose the app that will be used to gather the information required for the completed document. 
   • Document type: Choose how the document will be saved to NetDocuments (if you are using a NetDocuments integration). 
   • Participant Type: Click Add row and select a participant role if you want to associate the template with that type of user.  
6. When you are finished adding all the information, click Save to save your changes.