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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.
Overview
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.
Please note that Matter Templates can only be used for matters of the same type. For instance, if you create a template for 'Litigation' type matters, the template will only be applicable to 'Litigation' type matters.
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'.
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.
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NOTE Matter templates are only applied as you create a matter. If you change a matter template, it will not change any of the existing matters you have created with that template, only new matters you create with the template going forward. |