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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.