Rocket Matter Knowledge Base MattersHow to apply a Matter Template to a brand-new matter

How to apply a Matter Template to a brand-new matter

Automate the process of creating a Matter with commonly associated events and tasks with Matter Templates.  Matter Templates can be applied to brand-new matters, or they can be applied to existing matters.  Following are instructions on how to apply a Matter Template to a brand-new matter during the process of matter creation:

1.  Click "+ Add New" from My Dashboard or from any Rocket Matter screen.

1.  Click "+ Add New" from My Dashboard or from any Rocket Matter screen.

2.  Select "Matter".

2.  Select "Matter".

3.  Select Matter Template drop-down.

3.  Select Matter Template drop-down.

4.  Select desired Template.

4.  Select desired Template.

5.  Fill in Required Fields, and edit pre-populated fields as needed.

5.  Fill in Required Fields, and edit pre-populated fields as needed.

6.  Click "Billing Information" to customize Trust Accounting info, Select a Matter Invoice Template, and enable Invoice Sharing, if applicable.

7.  Select "+ Custom Data" to enter Related Contact Data and additional Custom Fields.

7.  Select "+ Custom Data" to enter Related Contact Data and additional Custom Fields.

8.  Click "Save Matter" to create the new matter.

9.  Review the Matter Dashboard for your new matter's Tasks, Events, and related Contacts and Data.

9.  Review the Matter Dashboard for your new matter's Tasks, Events, and related Contacts and Data.

Also view:

Automate your workflow with Matter Templates

How to create a Matter Template for a brand-new matter

How to create a Matter Template for an existing matter

How to apply a Matter Template to an existing matter

How to edit an event or task on a Matter Template 

 

Need more help?

Contact our Award-Winning Product Specialists at (888) 432-1529 or support@rocketmatter.com.