Rocket Matter Knowledge Base MattersHow to edit a Matter Template

How to edit a Matter Template

1.  Click "Manage Matter Templates" in the Admin Section.

1.  Click "Manage Matter Templates" in the Admin Section.

2.  Select the Name or Description of the Template.

2.  Select the Name or Description of the Template.

3.  Review Details and/or Template Activities.

3.  Review Details and/or Template Activities.

4.  Change your Template Details as needed.

4.  Change your Template Details as needed.

-  Template Activities can be edited by selecting the Pencil Icon next to the activity.

5.  Scroll down to click "Save Template".

5.  Scroll down to click "Save Template".

Also view:

Automate your workflow with Matter Templates

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Need more help?

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