How do I create a Matter Template?

Option 1: Template Library

• Click Templates on the left sidebar to open the Matter Template library.
• Select "Create New Template" (button located in the upper right hand corner).
• Follow the on-screen prompts

Option 2: Create Template from Matter

• Navigate to the Matter you want to use as a starting point.
• Select "Details" from the Matter toolbar
• Select "Create Template from Matter" (button located towards the right)
• Follow the on-screen prompts

Note:

• Only members of your organization can view your Matter Templates
• Only the organization's designated template admin can create, edit, or delete templates.