How to edit a matter template.
1. Click 'Manage matter templates' in the Tools section.
2. Select the name or description of the template.
3. Review details and/or template activities.
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'.
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or firstname.lastname@example.org.